Andrew Kleis

Partner at Insight Wealth Group
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Contact Information
us****@****om
(386) 825-5501
Location
West Des Moines, Iowa, United States, US
Skills

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Bio

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Experience

  • Insight Wealth Group
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Partner
      • Mar 2012 - Present

      Insight Wealth Group specializes in Investment Management & Financial Planning Services. Learn more at www.InsightWealthGroup.com Securities offered through Arete Wealth Management. Investment Advisory services offered through Arete Wealth Advisors. Custody services provided by TD Ameritrade. Arete and its family of companies is a boutique, independent Broker-Dealer; a Registered Investment Advisory firm; and a General Insurance Agency. Core services include financial planning, asset management, and investment banking. They provide these services to individuals, businesses, foundations, and endowments. Show less

  • DeWaay Capital Management
    • West Des Moines, IA.
    • Investment Advisor
      • May 2005 - Mar 2012

  • Searcy Financial Services, Inc.
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Financial Planner
      • Mar 2003 - May 2005

  • PaineWebber
    • Financial Services
    • 1 - 100 Employee
    • Financial Advisor
      • Jun 2000 - Mar 2003

Education

  • University of Northern Iowa
    Bachelor of Arts (B.A.), Finance
    1997 - 2000
  • University of Pittsburgh
    Accredited Investment Fiduciary, AIF
    2005 - 2005

Community

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