OneWealth

Jason
Jason Kleemeier, CFP®

As a locally owned company, OneWealth is focused solely on clients’ needs. Advisors such as Winterset’s Jason Kleemeier live and work in the communities they serve. He takes pride in taking the time necessary to help clients understand the principals of investing and risk management so they can make better investment choices. He and OneWealth are committed to the highest levels of personal service in financial planning, investment advice, life insurance protection, securities, stocks, bonds and so much more.

Clarify and define your goals
Find solutions that fit your needs
Deliver timely information
Explain how changing financial conditions affect you
Monitor your financial progress
Make investment planning easier

Contact: 515-462-4608

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Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker Dealer, Member FINRA/SIPC Advisory Services through Cambridge Investment Research Advisors, a Registered Investment Advisor.

One Wealth, Integrity Financial Group, Johnson Insurance, or Applegate Tax & Accounting are not affiliated with Cambridge Investment Research Inc.

Check the background of this investment professional on FINRA’s BrokerCheck.

This communication is strictly intended for individuals residing in the states of IA, KS, MO, NE and PA. No offers may be made or accepted from any resident outside the specific states referenced.

This site is for informational purposes only and is not intended to be a solicitation or offering of any security and: Representatives of a Registered Broker-Dealer (“BD”) or Registered Investment Advisor (“IA”) may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, that state; or (b) are excluded or exempted from that state’s registration requirements. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.

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