Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Kleemeier is a financial advisor with over 23 years of experience in the industry. Jason has been registered with Cambridge Investment Research Advisors, Inc. since October 2017 and has previously held positions at Investment Centers of America, Inc., Woodbury Financial Services, Inc., Financial Network Investment Corporation, Broker Dealer Financial Services Corp., Edward Jones, American Express Financial Advisors Inc., IDS Life Insurance Company, and Pruco Securities Corporation. Jason holds several industry licenses including Series 6, 7, 63, and 6TO, as well as the SIE exam. Jason is a highly experienced and knowledgeable financial advisor. In addition to being an advisor for Cambridge, Jason is also the owner of Klemeier Financial Group dba Onewealth and is a licensed independent insurance agent for several insurance companies.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
IA
05/05/2021 - Present
Cambridge Investment Research Advisors, Inc. (Winterset IA)
IA
06/04/2012 - 10/16/2017
INVESTMENT CENTERS OF AMERICA, INC. (WINTERSET IA)
IA
10/01/2009 - 06/07/2012
WOODBURY FINANCIAL SERVICES, INC. (WINTERSET IA)
IA
06/30/2006 - 10/14/2009
FINANCIAL NETWORK INVESTMENT CORPORATION (WINTERSET IA)
IA
02/06/2002 - 07/03/2006
BROKER DEALER FINANCIAL SERVICES CORP. (WINTERSET IA)
MO
09/14/1999 - 02/07/2002
EDWARD JONES (ST. LOUIS MO)
MN
01/26/1999 - 07/26/1999
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/26/1999 - 07/26/1999
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NJ
05/01/1996 - 06/12/1996
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 01/20/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/1999
Series 7 - General Securities Representative Examination
BC
Issued 04/30/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jason Kleemeier is the right advisor for you? Invested Better is here to help.
