Casey Jon Kleemeier

Current Employers

Employment History

• 06/2026 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 06/2022 → 07/2025
  Sammons Institutional Group
  West Des Moines, IA
• 05/2022 → 07/2025
  Sammons Institutional Group
  West Des Moines, IA
• 08/2019 → 05/2022
  Northwestern College
  Orange City, IA
• 06/2021 → 08/2021
  Agriland
  Orange City, IA
• 06/2016 → 08/2019
  City Of Winterset
  Winterset, IA
• 07/2025 → 08/2025
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 06/2025 → Present
  One Wealth
  Winterset, IA
• 08/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2025 → Present
  Kleemeier Financial Group Llc
  Winterset, IA

Other Businesses

1. NAME OF OTHER BUSINESS: KLEEMEIER FINANCIAL GROUP LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 06/2025 POSITION/TITLE/RELATIONSHIP: CLIENT SERVICE SPECIALISTS APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 35 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES 2. NAME OF OTHER BUSINESS: ONE WEALTH INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 06/2025 POSITION/TITLE/RELATIONSHIP: REGISTERED ASSISTANT APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 35 BRIEF DESCRIPTION OF DUTIES: PROVIDE CLIENT SERVICES

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-06-03
• S63 Uniform Securities Agent State Law Examination
  2022-11-21