KARLTON KLEIS

Position: Partner

Education: BA, Northwestern College; MBA in Structured Finance, University of Iowa

Years Experience: 21

Position Description:

Karlton oversees specialized client needs and manages product analytics for Insight Wealth Group’s broker/dealer, Arete.

Accredations/Awards/Honors:

Karlton serves on the board of The Alternative & Direct Investment Securities Association (ADISA). ADISA is the nation’s largest trade association for the alternative and direct investment industry.  Karlton also serves on The National Due Diligence Alliance Members Council (TNDDA).  TNDDA is a trade association for independent broker/dealers, advisors, and family offices that facilitates the due diligence process with product and service sponsors, as well as law firms and research analysts. 

Family/Hobbies:

Karlton and his wife, Allison, live outside Grimes, Iowa, with their three children, Emerson, Griffin and Greer.

Money Quote: “Opportunity is missed by most people because it is dressed in overalls and looks like work.” —Thomas Edison

INSIGHT WEALTH GROUP

ANDREW DORR
Partner

BEN MORROW
Independent Financial Advisor & Insurance Specialist

BRYSON HAMILTON
Investment Advisor

TODD DOORENBOS
Due Diligence Officer & Product Specialist

PHIL KOSMALA
Investment Committee Advisor

DAN SMITH
Finance Manager

ERIN KINMAN
Director of Operations

ALEX PEREZ
Client Service Professional

KRISTEN CROUTHAMEL
Associate Advisor

MARTINA VALLINE
Administrative Assistant

INSIGHT WEALTH GROUP

ANDREW KLEIS
Partner

ANDREW DORR
Partner

KARLTON KLEIS
Partner

BEN MORROW
Independent Financial Advisor & Insurance Specialist

TODD DOORENBOS
Due Diligence Officer & Product Specialist

PHIL KOSMALA
Investment Committee Advisor

BRYSON HAMILTON
Investment Advisor

DAN SMITH
Finance Manager

ERIN KINMAN
Director of Operations

ALEX PEREZ
Client Service Professional

KRISTEN CROUTHAMEL
Associate Advisor

MARTINA VALLINE
Administrative Assistant