David Wiedmeyer Email & Phone Number
Planner and Owner @ KLD Wealth Management
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
David Wiedmeyer Location
- Lebanon, OH, US
David Wiedmeyer Work
- 2024 -now Planner and Owner @
- 2020 -2024 Regional Director @
- 2020 -2020 Financial Planner @
- 2019 -2020 Independent Financial Advisor @
- 2019 -2019 Vice President @ Carillon Advisors
- 2017 -2019 Financial Advisor @
- 2016 -2017 Financial Advisor @
- 2010 -2016 Department Administrator @
- 2007 -2010 Total Quality System Coordinator @
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 2 emails and 6 mobile phone numbers on RocketReach.
Looking for a different David Wiedmeyer?
Find contact details for 700 million professionals.
Others Named David Wiedmeyer
David Wiedmeyer
Director, Mission Operations
Houston, TX, US
Top KLD Wealth Management Employees
David Wiedmeyer
Planner and Owner
Lebanon, OH, US
Tyler Ayres
Financial Planner
Hillsboro, OH, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co