David Joseph Klein, CFP®, CLU®, ChFC®, RICP®

Wealth Management Advisor

A Message from Dave Klein

You know what you want in life. What you may not know is what challenges may arise along the way. When it comes to financial security, you need to be prepared and protected for what life brings.

Throughout your lifetime, I will help you understand what you need to prepare for and protect. You can feel confident that your financial future will be more secure.

Let me help you ensure your financial future is all you want it to be.

 

My Mission

My mission is to give every client a "wow experience" by understanding their most amazing future, getting relevant quickly, connecting with their true cares and desires, and helping them take concrete steps towards achieving that future.

If you live for it, we’ll help you plan for it.

See what our version of financial planning looks like.

Learn More

Good News for Our Clients

In 2018, we expect to again lead the industry in total dividends paid to our clients. Read more.

Northwestern Mutual’s Awards & Accolades

We win a lot of awards. Some things you’d expect. Others might surprise you. Take a look.

 

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