Kletschke Wealth Management Group - Stifel

Kletschke Wealth Management Group - Stifel After hours by appointment only.
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Kim Kletschke, First Vice President/Investments
Korey Kletschke, ChFC®, CFP®, Financial Advisor, Assistant Branch Manager

Our job is to get to know your needs and objectives so that we can help you pursue your financial goals. and its affiliated companies (“Stifel”) reserve the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. is the parent co

mpany of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE. Stifel will not accept purchase or sales orders via LinkedIn, Facebook, or any electronic messaging systems. The comments, postings, or views expressed are my own and do not necessarily reflect that of Stifel. Statements and messages are for U.S. residents only and are subject to the following terms: www.stifel.com/disclosures.

Multi-generational estate planning is about more than passing wealth – it's about creating an enduring financial legacy ...
06/05/2026

Multi-generational estate planning is about more than passing wealth – it's about creating an enduring financial legacy designed to help protect assets and minimize taxes for generations to come.

View the key features of a building a multi-generational estate plan: https://livesocial.seismic.com/abPGBj

For a while, the artificial intelligence trade seemed to belong to the "Magnificent Seven" – Alphabet, Amazon, Apple, Me...
06/03/2026

For a while, the artificial intelligence trade seemed to belong to the "Magnificent Seven" – Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia, and Tesla. But lately, the rally has started moving down the semiconductor food chain.

For more information on this and to read the full piece, click here: https://livesocial.seismic.com/a0rVvp

Should you contribute to a Traditional IRA or a Roth IRA?Traditional and Roth IRAs both provide significant potential ta...
06/01/2026

Should you contribute to a Traditional IRA or a Roth IRA?

Traditional and Roth IRAs both provide significant potential tax benefits. Contribution to one or the other depends on several factors that could potentially impact your personal financial situation, including the current tax framework.

Click here to view a Roth vs Traditional IRA savings scenario:
https://livesocial.seismic.com/asJDU-

After a long nap, the IPO market is finally waking up – and not quietly. Through the first quarter of 2026, 35 companies...
05/28/2026

After a long nap, the IPO market is finally waking up – and not quietly. Through the first quarter of 2026, 35 companies have gone public raising approximately $9.9 billion, according to Renaissance Capital, marking the strongest start since the 2021 surge.

For more information on this and to read the full piece, click here: https://livesocial.seismic.com/aRhPQM

Which one would you choose?Get to know the key differences between these two retirement savings plans and make the best ...
05/28/2026

Which one would you choose?

Get to know the key differences between these two retirement savings plans and make the best decision for your future: https://livesocial.seismic.com/a6TzXq

Ben participated in the "Fur the Love of Golf" tournament benefiting the Sioux City Humane Society! All proceeds go to c...
05/27/2026

Ben participated in the "Fur the Love of Golf" tournament benefiting the Sioux City Humane Society! All proceeds go to caring for the homeless pets in the shelter. Another great day for golf for another great cause! 🐾

Kim had an incredible opportunity to attend the Forbes Shook Top Women Advisors Conference. It provided her the opportun...
05/27/2026

Kim had an incredible opportunity to attend the Forbes Shook Top Women Advisors Conference. It provided her the opportunity to network with other successful financial advisors and gain insight on valuable topics like AI, serving multiple generations of families, and strategic market updates.

Research has linked certain hobbies to better mental well-being, lower stress levels, and even improved physical health....
05/26/2026

Research has linked certain hobbies to better mental well-being, lower stress levels, and even improved physical health. Check it out!

Good Housekeeping

Charitable giving has the power to transform communities, empower individuals, and create lasting change. Through Stifel...
05/22/2026

Charitable giving has the power to transform communities, empower individuals, and create lasting change. Through Stifel Donor-Advised Funds, charitable giving could be amplified for the causes that matter most to you.

These Great Grant Stories highlight the generosity and impact of just a few grant stories: https://livesocial.seismic.com/av4IpS

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400 Gold Circle, Suite 220
Dakota Dunes, SD
57049

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