David Wiedmeyer Location
Lebanon, OH, US
David Wiedmeyer Work
- 2024 - now Planner and Owner @ KLD Wealth Management
- 2020 - 2024 Regional Director @ Prudential Financial
- 2020 - 2020 Financial Planner @ Prudential Financial
- 2019 - 2020 Independent Financial Advisor @ Cetera Wealth Services
- 2019 - 2019 Vice President @ Carillon Advisors
- 2017 - 2019 Financial Advisor @ Merrill Lynch
- 2016 - 2017 Financial Advisor @ MassMutual
- 2010 - 2016 Department Administrator @ AK Steel Corporation
- 2007 - 2010 Total Quality System Coordinator @ The Phoenix Group, Springboro Ohio
David Wiedmeyer Education
- Kansas State University
Master of Family Studies and Human Services (Personal Financial Planning)
2016 - 2019 - Miami University
Bachelor's Degree (Finance, General)
2010 - 2015 - CFP Board
Certified Financial Planner (CFP) (Certified Financial Planner (CFP))
- Kansas State University
Graduate Certificate (The Kansas State University )
- National Association of Plan Advisors
Certified Plan Fiduciary Advisor (Certified Plan Fiduciary Advisor)
David Wiedmeyer Skills
- Tax Planning
- Wealth Management Services
- Series 65
- Resource Coordination
- Presentations
- Performance Reviews
- Investments
- Financial Planning Software
David Wiedmeyer Summary
David Wiedmeyer, based in Lebanon, OH, US, is currently a Planner and Owner at KLD Wealth Management. David Wiedmeyer brings experience from previous roles at Prudential Financial, Cetera Advisor Networks LLC and Carillon Advisors. David Wiedmeyer holds a 2016 - 2019 Master of Family Studies and Human Services in Personal Financial Planning @ Kansas State University. With a robust skill set that includes Tax Planning, Wealth Management Services, Series 65, Resource Coordination, Presentations and more. David Wiedmeyer has 3 emails and 2 mobile phone numbers on RocketReach.
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Top KLD Wealth Management Employees
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David Wiedmeyer
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