Jason Kleemeier

Jason Kleemeier, CFP® has over 25 years of experience in financial consulting, helping individuals and families navigate investment, insurance, and retirement planning. He graduated from Iowa State University in 1996 with a Bachelor of Business Administration and began his career with Edward Jones, opening a Des Moines office in 1999.

After relocating to Winterset with his family in 2002, Jason founded Kleemeier Financial Group in 2009. That same year he partnered with OneWealth. Jason earned his Certified Financial Planner™ (CFP®) designation in 2006, reflecting his commitment to the highest standards of financial planning and ethical responsibility. He continues to serve clients from his Winterset office.

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.

Outside the office, Jason enjoys golfing. He also likes traveling with his wife Jess to visit their four children—Jalen, Casey, Caden, and Jaya—and supporting Iowa State and Winterset athletics.

Certified Financial Planner Board of Standards Inc. owns the certification of marks CFP®, Certified Financial Planner™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.