Kim Cleaver Kletschke

Senior Vice President/Investments

kletschkek@stifel.com

7122526955

I became a Financial Advisor in 1996 after working as the General Manager of a local television station – it was there that I was inspired to help others pursue their financial goals. I realized that my husband and I were missing a cohesive wealth management plan and lacked the time to handle the details of our investment portfolio.

In 2017, I formed a partnership with my son, Korey Kletschke, CFP®, ChFC®, who is also a Financial Advisor and subsequently became Branch Manager. That partnership is a large part of the team’s commitment to high-touch service and consistency. Today, our group spans multiple generations, with eight members and more than 100 years of financial services experience. This provides the structure to care for you and your family members for many years to come. As the leader of our experienced and professional team, my role is to analyze investments, oversee the creation of your investment and wealth strategies, hold periodic review discussions with clients, and develop tailored estate planning strategies. Our team’s goal is to uncover and focus on your needs and ultimately provide you more time to do the things you most enjoy in life.

I am a firm believer in our community. I am a trustee for the University of South Dakota Foundation, a member of the United Way’s Women United, an active member of the Siouxland Estate Planning Council, a member of Sunnybrook Community Church, and serve on the finance team for Dakota Dunes Country Club. I have enjoyed being a regular contributor to the financial reports in the media. Over the years, I have had the pleasure of serving on the board of directors of Ronald McDonald House Charities of Siouxland, Council on Sexual Assault and Domestic Violence, Leeds-Hawthorne PTA, Mid-Step Services, Alpha Xi Delta Alumnae – Sioux City Chapter, Women’s Association of Financial Consultants, The University of South Dakota Alumni Association, Sioux City Community Schools Foundation, Wesley United Methodist Church, Mercy Alliance for Women’s Health, Mercy Health Foundation, and Siouxland Professional Women’s Network. I have also volunteered for the United Way, Junior Achievement, Midwest Volleyball Power Club, the Sioux City Chamber of Commerce, and Boy Scouts. Kletschke Wealth Management Group has been named to Forbes’ Best-in-State Wealth Management Teams list in 2025 and 2026 and I was named to Forbes’ America's Top Women Wealth Advisors Best-in-State list in 2025 and 2026. I have also qualified for the Stifel Chairman’s Council in 2025.

I was born in the tri-state area, spent my childhood in Southern California, and graduated from high school in Vermillion, South Dakota. I earned a degree in Business Management from the University of South Dakota. My husband, Kal, and I reside in South Dakota. We have two grown children, Korey, my partner on the team, and Kamryn, a registered nurse, and five amazing grandchildren. When I am not working with clients, I enjoy spending my free time with my family and friends, biking, walking, golfing, and traveling.

Forbes’ Best-in-State Women Wealth Advisors and Best-in-State Wealth Management Teams rankings are based on the 12-month period ending September 30 and March 31, respectively, of the year prior to publication and selected by SHOOK Research, LLC from a pool of nominations as indicated in the methodology. The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance. For more information, see www.stifel.info/award-disclosures.

For 2025 qualification, the Stifel Chairman’s Council consisted of 230 financial advisors recognized for their production from among its more than 2,300 advisors across the nation.

Korey Kletschke

CFP, ChFC

CFP, ChFC

First Vice President/Investments; Branch Manager

kletschkeko@stifel.com

7122526975

I am a Sioux City native who grew up in a home where my mother worked as a financial advisor. I learned first-hand why her long hours, dedication to learning, persistence, and always putting clients’ needs first was so important. It is these principles that inspired me to become a financial advisor. 

I 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 back to Siouxland to join Stifel as a Financial Advisor in 2017. In 2021, I became the Branch Manager of the local Stifel office. My role on our team is portfolio analysis, one-on-one periodic client reviews, investment planning, estate planning strategies, wealth 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 earned the CERTIFIED FINANCIAL PLANNER® certification by meeting the experience requirements of the CFP Board, successfully completing financial planning coursework, and passing 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. 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 daughters, Olivia and Adalyn, our son, Clayton, and our Golden Retrievers, Jersey and Willow. When I can carve out some free time, I enjoy working out, golfing, and spending time with family and friends. I currently serve as the president of the Siouxland Estate Planning Council and a member of 100+ Men Who Care, Sioux City Growth Organization, and Rotary Club of Sioux City. Kletschke Wealth Management Group has been named to Forbes’ Best-in-State Wealth Management Teams list for 2025 and 2026 and we are honored to have received this recognition two years in a row. Siouxland is a great place to live, work, and raise a family.

Ben Fegenbush

Financial Advisor Associate

fegenbushb@stifel.com

7122526945

I am a Siouxland native and grew up in Whiting and Sioux City. Prior to joining Stifel, I spent several years in sales and service in the beverage distribution industry and as an optometry scribe, where I assisted with fitting glasses for an optometrist. I joined Kletschke Wealth Management Group in 2023 as a Client Service Associate. My experiences of understanding client needs and attention to detail are helpful in upholding our service to our clients. I love this industry and am eager to learn more!

In 2024, I earned Series 7, 63, and 65 securities licenses, as well as life, health, and variable insurance licenses. In 2025, I was promoted to a Financial Advisor Associate. My role in our group is focusing on the advanced preparation and analysis for client reviews, client communication, along with analysis and preparation of wealth management plans for our clients. It gives me great joy being part of Kletschke Wealth Management Group and named to Forbes’ Best-in-State Wealth Management Teams list for 2025 and 2026!

I married my high school sweetheart, Kamryn, who is a registered nurse at a local surgery center. Together, we have a son, Francis, a daughter, Fiona, a dog, and two cats. Outside the office, I enjoy spending time with family and friends, cheering on the Hawkeyes and the Packers, camping, traveling, and golfing. I am the treasurer of Siouxland Growth Organization and a member of the Siouxland Estate Planning Council.

Erin Sautter

Financial Advisor Associate

sauttere@stifel.com

7122526968

I started working in the financial services industry in 2011 when I joined Met Life in Des Moines, Iowa. I later returned to Sioux City to become a life insurance agent. I found great satisfaction in helping clients plan for their futures, and in doing so, I realized there was greater opportunity to be of service by transitioning into the investment and wealth management industry, which I did in 2018. I joined the Kletschke Wealth Management Group in the local Stifel office in 2021 as a Client Service Associate, where I learned the back-office side of serving clients’ account-related needs. Four years later, I acquired Series 7, 63, and 65 securities licenses and was promoted to a Financial Advisor Associate. My role in our group is to analyze performance data, hold periodic reviews with clients, be the lead on life, disability, and long-term care insurance needs of our clients, provide client education, and keep in touch with our clients as needed. I look forward to continuing my passion of helping people and building relationships!

A Sioux City native, I graduated from Lawton Bronson High School. My husband, Matthew, and I have two children, Addalyn and William. We enjoy spending time with family, going on road trips, camping, and spending time outdoors. I enjoy being a part of the Siouxland community, and I am currently on the board of directors for the Crittenton Center, a member of the PowHer Women’s Networking Group, and a member of the Siouxland Estate Planning Council. I am also an active member and volunteer of Elevate Community Church and a room mom at Siouxland Christian School. Our team has been recognized as one of Forbes’ Best-in-State Wealth Management Teams in 2025 and 2026!

Wendy Clark

AAMS

AAMS

Senior Registered Client Service Associate

clarkw@stifel.com

7122526931

I am a native of Cherokee, Iowa, and am proud to be a lifelong resident of Siouxland! Growing up as the youngest in a large, tight-knit family, I learned the value of hard work and the importance of quality relationships. These values are what I bring to our clients every day since joining our team in 2018. My role is to run our back office, handle the administrative needs for our clients, and keep our group running smoothly.

Prior to joining Stifel, I spent 10 years in the mortgage department of a local bank and also worked for a local mortgage company. I employ the same attention to detail with our investment clients as I did in my previous career, where I helped mortgage clients consummate the purchase of their dream home.

I earned a B.S. in Business Administration/Finance from the Business School at Wayne State College and hold Series 7, 63, and 65 securities licenses and insurance licenses. I have made a further commitment to advancing my industry knowledge by acquiring the Accredited Asset Management Specialist™ designation from the College for Financial Planning. I am a soft soul who has never met a stranger, and love cats, camping, the Chicago Cubs, and spending time with my friends and family.

Jess Gonzalez

Registered Operations Coordinator

gonzalezj@stifel.com

7122526956

I am a Sioux City native and graduated from West High School. I have learned a lot about helping our clients through the skill set I gained from the eight years working within the local hospitality industry and our public school system. I joined Kletschke Wealth Management Group in 2022 as a Client Service Associate. I work closely with our client service team to make sure all administrative tasks behind the scenes are completed. I have loved learning about the investment and wealth management industry and meeting all of our clients! This passion led me to study and acquire Series 7, 63, and 65 securities licenses and life, health, and variable insurance licenses. In addition to my work supporting our group, I serve our local office as the Registered Operations Coordinator.

I am bilingual and proficient in both English and Spanish.* I enjoy spending time with friends and family, including my partner, Alex, our sons, Jonny and Benny, and our dog, Zoe. We like to spend our free time playing sports, being outdoors, and having movie nights.

*All written business communications will be in English.

Denise Petersen

Client Service Associate

petersend@stifel.com

7122526936

I joined Stifel in 2024 as a Client Service Associate. My role on our team is to provide administrative support to address your account-related needs. My attention to detail is a strong skill of mine, so my focus will be on ensuring all things behind the scenes run smoothly for you and your family. I have more than 20 years of financial services industry experience. Prior to joining Stifel, I spent over nine years in the mortgage department of a local bank and have worked in several other areas of banking since 2004. The skills I developed in my banking days transition well for serving your needs.

I am a proud Siouxland native! My husband, Jason, and I have two adult children, three dogs, and four grand dogs. Our son, Dawson, is in the U.S. Air Force, and our daughter, Payton, is a Pharmacy Technician and Barista.

In our spare time, we like to travel to wherever Dawson and his wife are stationed and take in the local attractions. So far, we have been to the Golden Gate bridge, visited the Clydesdales at the St. Louis Budweiser Brewery, and went to the top of the St. Louis Arch.