Casey Kleemeier

Casey brings a strong foundation in finance and a passion for helping others to his role as a Registered Administrator at OneWealth. A graduate of Northwestern College with a bachelor's degree in finance, he holds Series 6 and 63 registrations, along with life insurance certification.

Before joining OneWealth, Casey worked at Sammons Financial as a wholesaler, where he specialized in fixed, fixed indexed, and structured annuities, as well as a mutual fund platform.  His experience on both the product and advisory sides of the business gives him a well-rounded perspective and a deep understanding of the tools that can help clients build and protect their wealth.

Casey is driven by a simple but powerful philosophy: equip clients with the knowledge and resources they need to confidently prepare for the future while enjoying the present. Whether he's supporting advisors behind the scenes or working directly with clients, his goal is always to make financial planning approachable, effective, and empowering.

Outside the office, Casey stays active playing basketball, golf, and enjoys spending time with his wife Gabbi and their energetic puppy, Mali. A former college athlete, he brings the same discipline and teamwork to his professional life that he once brought to the court.

Registered Administrative Assistant of Cetera Wealth Services, LLC, member FINRA/SIPC.