Northwestern Mutual Private Client Group

David Klein

David Klein

Wealth Management Advisor

Refine Wealth Strategies
  • CFP®
  • CLU®
  • ChFC®
  • RICP®
  • AR License: #8009362
  • CA License: #0G35964
  • NPN 8009362

1200 Ford Road
Minnetonka, MN 55305

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About my practice

Clients deserve a plan that integrates all facets of their financial picture. As a CFP® professional, I believe clients are best-served by an advisor who provides advice based solely on a client’s best interest. Our clients are facing increased complexity in life and are looking for guidance around managing wealth, mitigating risk, & saving money tax-efficiently.

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To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit FINRA BrokerCheck