Casey Jon Kleemeier
Investment adviser representative at Cetera Investment Advisers LLC
10 yearsExperience
2 statesRegistered in
$256.8BFirm assets
42 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Cetera Investment Advisers LLCJun 2026 to now
- Cetera Wealth Services, LLCAug 2025 to now
- Kleemeier Financial Group LLCJun 2025 to now
- One WealthJun 2025 to now
- Cambridge Investment Research, Inc.Jul 2025 to Aug 2025
- Sammons Institutional GroupMay 2022 to Jul 2025
- AgrilandJun 2021 to Aug 2021
- Northwestern CollegeAug 2019 to May 2022
- City of WintersetJun 2016 to Aug 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 2 states (IA, TX).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7496841
- Firm CRD
- 105644