David Klein Email & Phone Number
Founding Partner and Wealth Management Advisor @ Refine Wealth Strategies
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David Klein Location
- Minnetonka, MN, US
David Klein Work
- 2022 -now Founding Partner and Wealth Management Advisor @
- 2004 -now Wealth Management Advisor @ Northwestern Mutual
- 2014 -now Chair of the Board of Directors @ Stages Theatre Company
- 2003 -2004 Credit Analyst @ The Minnesota Daily
- 2002 -2003 Intern @ Ameriprise Financial Services, Inc.
David Klein Education
- The American College of Financial Services
CFP - Certified Financial Planner®
2012 - The American College of Financial Services
ChFC - Chartered Financial Consultant®
2012 - The American College of Financial Services
CLU - Chartered Life Underwriter®
2010 - University of Minnesota - Carlson School of Management
Bachelor of Science - Finance & Risk Management
2001-2005 - The American College of Financial Services
RICP - Retirement Income Certified Planner®
David Klein Skills
- Strategic Financial Planning
- Insurance
- Financial Analysis
- Finance
- Leadership
- Portfolio Management
- Training
- Financial Planning
- Strategic Planning
- Investments
- Analysis
- Marketing
- Retirement Planning
- Life Insurance
- Sales
- Retirement
- Customer Service
- ChFC
- Management
- Cartes De Visite Bois
- Microsoft Office
- CLU
- Carte De Visite
- Business Analysis
- Banking
- Microsoft Excel
- Services
- Luxury Print
- Financial Services
- Wealth Management
- Traditional Printing Service
David Klein Summary
- David Klein, based in Minnetonka, MN, US, is currently a Founding Partner and Wealth Management Advisor at Refine Wealth Strategies. David Klein brings experience from previous roles at Northwestern Mutual, Stages Theatre Company, The Minnesota Daily and Ameriprise Financial Services, Inc.. David Klein holds a CFP - Certified Financial Planner® @ The American College of Financial Services. With a robust skill set that includes Strategic Financial Planning, Insurance, Financial Analysis, Finance, Leadership and more. David Klein has 2 emails and 1 mobile phone numbers on RocketReach.
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Brianna Durkin
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