Karlton Kleis – Due Diligence Officer

Karlton Kleis is a Founder and Partner of Insight Wealth Group. Karlton received a degree in accounting from Northwestern College and an MBA from the University of Iowa with an emphasis in structured finance. He began his career as an auditor in the health care field, but soon moved to work at a Top 100 Independent Financial Advisory firm. As the firm grew, he served in several management positions, including Controller and Chief Operating Officer of the firm.

Karlton has also been instrumental in the start-up of numerous financial services companies, including a broker/dealer and a third party administration firm. He has spent the last several years as an investment banker with a team of industry professionals both identifying and creating investment opportunities for high net worth investors. He is a member of the investment committee and serves as Due Diligence Officer for the broker/dealer, Arete Wealth Management.

Personal
Karlton and his wife, Allison, live outside Grimes, Iowa with their three children, Emerson, Griffin and Greer. In his spare time, Karlton serves on the Board of Directors of the Mercy Foundation and enjoys spending time at the ball field watching his children play softball and baseball.


6600 Westown Parkway, Suite 190
West Des Moines, IA 50266
Insight Wealth Group
Tel.: 515.273.1333
Fax: 515.224.0305