Wealth Management & Investments

Wealth Management & Investments

As a locally owned company, we are focused solely on our clients’ needs. Financial advisor Jason Kleemeier of Integrity Financial Group, based in Winterset, Iowa, lives and works in the communities of the clients he represents. Jason makes it his priority to know and understand the investment and insurance industries to better educate and serve his clients, providing a personal approach in helping them make intelligent decisions about their finances. He is committed to assisting his clients as they plan for the future while enjoying the present. He is committed to the highest levels of personal service in financial planning, investment advice, life insurance protection, securities, stocks, bonds and so much more.

- Jason Kleemeier, Investment Broker

Call Jason: (515) 462-4608

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

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Important Consumer Information

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.

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.