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

Wealth Management Advisor


Dave Klein grew up in St. Cloud, Minnesota and currently lives in Plymouth with his wife Melissa.  Dave Klein is a University of Minnesota alum and graduated from the Carlson School of Management with a degree in finance and insurance. Melissa has a Master's Degree in Social Work and works at Guild Incorporated in St. Paul.  Dave and Melissa love traveling, spending time with friends and family, and enjoying weekends at the cabin in Northern Minnesota.

"To make the Minnesota winter tolerable, I enjoy snowmobiling, ice fishing, and most importantly, spear fishing (yes, it's legal!)  Feel free to ask me about it!"  - Dave Klein


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