Jason Kleemeier (CRD# 2737336) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Winterset, IA and has over 25 years of experience in the finance industry.
CRD# 6935071
Thrivent Investment Management Inc.
CRD# 4343046
Osaic Wealth, Inc.
CRD# 4539689
Foster Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield, IA | Oct 2017 - Current | 6 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Oct 2017 - Current | 6 |
| Kleemeier Financial Group | Winterset, IA | Oct 2009 - Current | 14 |
| Investment Centers Of America | Winterset, IA | Jun 2012 - Oct 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1999 |
- IA
- TX
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Total Assets Under Management87,369MILLIONS
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Total Number of Accounts448,526ACCOUNTS
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Average Account Value$194,791
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Market timing services
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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