Korey Kletschke, CFP®, ChFC®

Branch Manager, Associate Vice President/Investments

Kletschke Wealth Management Group
www.kletschkeinvest.com

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Korey is a Sioux City native who grew up in a home where his mother worked as a financial advisor.  He learned firsthand why her long hours, dedication to learning, persistence, and always putting clients’ needs first was so important.  It is these principles that inspired him to become a financial advisor. 

Korey began his financial services career in 2011, interning at Stifel’s home office in St. Louis, Missouri.  After college, he worked with Principal Financial Group in their employer-sponsored retirement plan division in Cedar Falls, Iowa, then transitioned to a role working with Principal’s investment clients in their home office in Des Moines, Iowa. His passion for educating clients and helping them pursue their financial goals provided a great foundation to transition to the Sioux City office of Stifel as a Financial Advisor in 2017.  His role on the team is portfolio analysis, client reviews, investment planning, insurance planning, and employer-sponsored retirement plans.

Korey earned a B.B.A. in Finance from the University of Iowa’s Tippie College of Business and continued his education by attaining the Chartered Financial Consultant® designation and the Certified Financial Planner™ certification.  Each ChFC designee has met the experience requirements and completed an eight-course program through The American College focused on investment planning.  The Certified Financial Planner™ certification identifies those individuals who have met the experience requirements of the CFP Board, have successfully completed financial planning coursework, and have passed the CFP® Certification Examination covering the following areas:  the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning.  Korey’s dedication to continued learning helps him serve the evolving needs of the team’s affluent clients.

Korey’s family lives in Dakota Dunes, South Dakota.  He and his wife, Ali, are proud parents to their daughters, Olivia and Adalyn, and their Golden Retrievers, Jersey and Willow.  When he can carve out some free time, Korey enjoys working out, golfing, and spending time with his family.  He is a board member of the Siouxland Estate Planning Council and a member of 100+ Men Who Care, Sioux City Growth Organization, and Rotary Club of Sioux City.  Sioux City is a great place to work, live, and provide service to the team’s clients!

Phone (712) 252-6975
Fax (712) 252-0333