Andrew Kleis
Partner at Insight Wealth Group
- Role
- Partner at Insight Wealth Group
- Location
- West Des Moines, IA, US
- LinkedIn followers
- 500 followers
Experience
Partner
Mar 2012 — Present
Insight Wealth Group specializes in Investment Management & Financial Planning Services. Learn more at 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.
Education
University of Pittsburgh
Accredited Investment Fiduciary, AIF
2005 — 2005
University of Northern Iowa
Bachelor of Arts (B.A.), Finance
1997 — 2000
Skills
- Retirement
- Strategic Financial Planning
- Finance
- Financial Planners
- Financial Modeling
- Wealth
- Asset Management
- Valuation
- Personal Finance
- Series 63
- Venture Capital
- Securities
- Investment Banking
- Wealth Management Services
- Financial Planning
- Asset Managment
- Wealth Management
- Asset Allocation
- Mutual Funds
- Risk Management
- Due Diligence
- Financial Advisory
- Uniform Combined State Law
- Financial Analysis
- Investment Management
- Real Estate
- Investment Advisory
- Investment Strategies
- Alternative Investments
- Private Equity
- Fixed Annuities
- Retirement Planning
- Finra
- Insurance
- Series 24
- Financial Services
- Investments
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