Korey Kletschke, CFP®, ChFC®
Branch Manager, Associate Vice President/Investments
Kletschke Wealth Management Group
www.kletschkeinvest.com
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I am a Sioux City native who began my financial services career in 2011, interning at Stifel’s home office in St. Louis, Missouri. After college, I 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. My 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. My role on our team is portfolio analysis, client reviews, investment planning, insurance planning, and employer-sponsored retirement plans.
I earned a B.B.A. in Finance from the University of Iowa’s Tippie College of Business and continued my education by attaining the CHARTERED FINANCIAL CONSULTANT® (ChFC®) designation and the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification. My dedication to continued learning helps me serve the evolving needs of our affluent clients.
My family lives in Dakota Dunes, South Dakota. My wife, Ali, and I are proud parents to our daughter, Olivia, and our Golden Retriever, Jersey. When I can carve out some free time, I enjoy working out, golfing, and spending time with my family. I am a member of the Siouxland Estate Planning Council, 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 our clients!