Jason Kleemeier
Jason Kleemeier is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Winterset, IA, with 27 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
224 E. Hwy 92, Suite B, Winterset, IA, 50273
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jason is involved with several organizations, including the City of Winterset Parks and Recreation Department, Winterset Booster Club, Winterset Community Church, and Lakeview Country Club. He also owns Kleemeier Financial Group dba Onewealth as an independent insurance agent and is an advisory rep of a RIA (CIRA), and President of Cedar Bridge Properties LLC.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Investment Centers of America, INC.Broker
Investment Centers of America, INC.
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Financial Network Investment Corporation
Financial Network Investment CorporationBroker
Broker Dealer Financial Services CORP.Broker
Edward JonesBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
Pruco Securities CorporationBroker
State Registrations15 states
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