David Klein

David Joseph Klein

Wealth Management Advisor

  • CFP®
  • CLU®
  • ChFC®
  • RICP®
FINRA BrokerCheck
  • AR License: #8009362
  • CA License: #0G35964

601 Carlson Pkwy Ste 300,
Minnetonka, MN 55305
952-224-7973 Visit my website

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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