Jason Kleis

Senior Vice President - Branch Director, Consulting Group

712-277-6166 | Email |
712-277-4756

Growing up, Jason learned a number of important investment basics by running various businesses. Many of the business and investment lessons learned at a young age have transferred into his financial practice.

Qualifications

Jason began his career in this industry in 1996 after graduating from Morningside College with a double major in finance and economics. While at Morningside, he was a standout basketball player and credits many of the qualities he learned as an athlete to “carry over” in his ability to serve clients. Jason has volunteered his time teaching investment classes, and has been a frequent media contributor to NBC, CBS, and FOX television stations in the Kansas City area. He has been a featured speaker on investment topics within many schools and organizations throughout the Midwest. Jason is currently serving the Dakota Valley High School as the boys’ varsity basketball coach, in addition to volunteering to many charitable causes.

Personal

Jason is an Orange City, Iowa, native and now resides in Dakota Dunes, South Dakota, with his wife, Shelly, and their three children: Sam, Addison and Reese. In his free time, Jason enjoys being involved with his church, playing golf and basketball, studying finance and investments, and spending time with his family.

Becky Strong

Branch Service Manager/Investment Associate

712-277-6163 | Email
712-277-4756