Korey Kletschke, CFP®, ChFC®

Branch Manager, Financial Advisor

Korey Kletschke, CFP®ChFC®
Assistant Branch Manager, Financial Advisor
Kletschke Wealth Management Group

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Korey is a Sioux City native.  He learned the importance of saving and investing at a young age and purchased his first investment in high school. Korey began his career in the financial services industry in 2011 by interning with Stifel in their home office in St. Louis, Missouri. While there, he saw firsthand how Stifel offers outstanding service to their clients.  After college, Korey worked with Principal Financial Group in their employer-sponsored retirement plan division in Cedar Falls, Iowa, and then transitioned to serving their investment clients in Des Moines, Iowa.  His passion for educating his 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.

Korey obtained a B.B.A. in Finance from the University of Iowa.  While at college, he served as vice president of Phi Beta Lambda and as a member of the Hawk Trade Investment Group and the Financial Management Association.  He continued his education by earning the Chartered Financial Consultant® designation from the American College of Financial Services and the CERTIFIED FINANCIAL PLANNERTM  certification in April 2020.

Korey specializes in working with successful investors, businesses, and nonprofit organizations. Whether you are working toward your retirement goals or are in retirement, he has the knowledge and experience to provide the framework of a tailored investment plan that addresses your vast needs, allowing you to focus on things that are most important in your life.

The Kletschke Wealth Management Group was formed by Kim and Korey Kletschke in 2017.  The goal of the group is to leverage core competencies and provide continuity and a legacy to clients and our staff.

Korey lives in Dakota Dunes, South Dakota.  He and his wife, Ali, are proud parents to their Golden Retriever named Jersey.  Korey’s hobbies include working out, golfing, and going to the lake.  He is a member of the Siouxland Estate Planning Council and Men Who Care, and a treasurer of the Sioux City Growth Organization.  He believes Siouxland is a great place to live and work!

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