Michael Kleese is a control person of SGL Investment Advisors and directly owns under 5% of it. Michael Kleese holds a Doctor of Jurisprudence from Indiana University, Bloomington, Indiana.
SGL Investment Advisors is an investment adviser based in Missoula, MT, registered with the SEC since 2014. It provides investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $440 million, as filed on 25 September 2026. Its fees, ownership and offices are on the firm’s profile.
Michael F. Kleese is a Board Member of SG Long Financial. After years of public and private law practice in Indiana and Montana, Kleese joined First American Title in 1980 and managed its office in Hamilton, Montana until 1988, then its Missoula office until 1993. He was also state manager and state legal counsel for First American Title Insurance Company in Montana.
- CRD
- 5249734
- Firm
- SGL Investment Advisors · CRD 145167
- Role
- Director
- In role since
- February 2006 · 20 years
- Control person
- Yes
- Direct ownership
- Under 5%
- Firm headquarters
- Missoula, MT
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- sglongfinancial.com
Where does Michael Kleese work?
Michael Kleese has been Director of SGL Investment Advisors, Inc. since February 2006, and is a control person of the firm.
How can I verify Michael Kleese’s record?
Michael Kleese’s role is listed on SGL Investment Advisors, Inc.’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 145167.
