Andrew David Kleis

Current Employers

Employment History

• 09/2012 → Present
  Insight Wealth Group
  West Des Moines, IA
• 09/2012 → Present
  Arete Wealth Management Llc
  Chicago, IL

Previous Registrations

• 2006-02-20 → 2012-12-31
  Dewaay Capital Management
  West Des Moines, IA
  West Des Moines, IA
• 2012-04-19 → 2012-12-31
  Commerce Wealth Advisers, Llc
  Johnston, IA
• 2002-03-28 → 2003-07-21
  Ubs Financial Services Inc.
  Overland Park, KS

Other Businesses

INSIGHT TAX & FINANCIAL SERVICES LLC: TAX PREPARATION SERVICES; PARTNER; 6600 WESTOWN PARKWAY STE 190, WEST DES MOINES IA 50266; START DATE = 2017; 10 HOURS/MONTH. INSIGHT WEALTH GROUP: HOLDING COMPANY FOR JOINT PARTNER INVESTMENTS; PARTNER; 6600 WESTOWN PARKWAY STE 190, WEST DES MOINES IA 50266; START DATE = 2017; 1 HOURS/MONTH. INSIGHT WEALTH GROUP LLC: DBA; PARTNER; 6600 WESTOWN PARKWAY STE 190, WEST DES MOINES IA 50266; START DATE = 2012; 200 HOURS/MONTH. INSIGHT TAX & ACCOUNTING DBA INSIGHT CPA: TAX PREPARATION SERVICES; MY WIFE IS A CPA AND IS PARTIAL OWNER OF INSIGHT TAX & ACCOUNTING; 6600 WESTOWN PARKWAY STE 190, WEST DES MOINES IA 50266; START DATE = 2016; 8 HOURS/MONTH. DDWERKS LLC: DUE DILIGENCE SERVICES; OWNER; 6600 WESTOWN PARKWAY STE 190, WEST DES MOINES IA 50266; START DATE = 2017; 0 HOURS/MONTH. INSIGHT HOLDINGS LLC: HOLDING COMPANY FOR JOINT PARTNER INVESTMENTS; PARTNER; 6600 WESTOWN PARKWAY STE 190, WEST DES MOINES IA 50266; START DATE = 2014; 1 HOUR/MONTH. MCCLELLANDS BEACH HOA: HOA SECRETARY & TREASURER; SPIRIT LAKE IA 51360; START DATE = 08/2020; 1 HR/MTH; NOT INVESTMENT RELATED.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-02-17
• S66 Uniform Combined State Law Examination
  2002-03-27