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Casey Jon Kleemeier is a financial advisor professional located in Winterset, IA. They specialize in financial advisory. With over 3 years of experience, they bring deep expertise to every client.
Casey Jon Kleemeier - Cetera Wealth Services, Llc holds an active professional license (FINRA CRD) for your protection.
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Casey Jon Kleemeier operates Cetera Wealth Services, LLC in Winterset, Iowa. With three years in the financial advisory field, Kleemeier works with clients on wealth management and related financial planning matters. The business holds a FINRA CRD registration, which governs securities and investment advisory activities at the federal level. Clients seeking financial guidance in the Winterset area can reach out to learn more about available services and how the firm approaches wealth management.
A FINRA CRD registration indicates that Casey Jon Kleemeier is registered with the Financial Industry Regulatory Authority, the primary regulator overseeing broker-dealers and investment advisors in the United States. This registration means the advisor is authorized to conduct securities transactions and provide investment advice, subject to FINRA's rules and compliance requirements. Clients working with a FINRA-registered advisor benefit from regulatory oversight and the firm's adherence to industry standards for conduct and client protection.