David Wiedmeyer
Planner / Owner at KLD Wealth Management | Lebanon, Ohio, United States
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Planner / Owner at KLD Wealth Management in February 2024 to Present
Regional Director at Prudential Financial in December 2020 to February 2024
Financial Planner at Prudential Financial in January 2020 to December 2020
Independent Financial Advisor at Cetera Advisor Networks LLC in March 2019 to January 2020
Vice President at Carillon Advisors in March 2019 to November 2019
Financial Advisor at Merrill Lynch Wealth Management, Bank of America Corporation in June 2017 to March 2019
Financial Advisor at MassMutual in February 2016 to June 2017
Department Administrator at AK Steel Corporation in March 2010 to June 2016
Total Quality System Coordinator at The Phoenix Group, Springboro Ohio in September 2007 to March 2010
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CFP Board, Certified Financial Planner (CFP)
College for Financial Planning, Chartered Retirement Planning Counselor
Kansas State University, Graduate Certificate
National Association of Plan Advisors, Certified Plan Fiduciary Advisor
Kansas State University, Master of Family Studies and Human Services, January 2016 to January 2019
Miami University, Bachelor's Degree, January 2010 to January 2015
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Tax Planning
Wealth Management Services
Series 65
Resource Coordination
Presentations
Performance Reviews
Investments
Financial Planning Software
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What is David Wiedmeyer email address?
Email David Wiedmeyer at [email protected]. This email is the most updated David Wiedmeyer's email found in 2026.
What is David Wiedmeyer phone number?
David Wiedmeyer phone number is 937-203-3460 and 9373442192.
How to contact David Wiedmeyer?
To contact David Wiedmeyer send an email to [email protected]. If you want to call David Wiedmeyer try calling on 937-203-3460 and 9373442192.
What company does David Wiedmeyer work for?
David Wiedmeyer works for KLD Wealth Management
What is David Wiedmeyer's role at KLD Wealth Management?
David Wiedmeyer is Planner / Owner
What industry does David Wiedmeyer work in?
David Wiedmeyer works in the Financial Services industry.
David Wiedmeyer Email Addresses
David Wiedmeyer Phone Numbers
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