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

Wealth Management Advisor

Professional

 

Dave Klein's career as a Wealth Management Advisor began even before he graduated from the Carlson School of Management at the University of Minnesota. After a successful internship, Dave became a full-time financial representative with the Northwestern Mutual and has continued his education to become a Wealth Management Advisor and receive his Certified Financial Planner designation. 

As a Northwestern Mutual Wealth Management Advisor, in all situations Dave Klein will make recommendations which he would do for himself and his family if faced with a similar situation.

By matching your needs with innovative solutions, Dave will do his best to help you protect and provide for those people you care about most. Dave Klein will work hard to build a relationship with you based on trust and integrity, always striving to provide you with the same level of ethical service that he would expect for himself.


Dave receiving the Mike Gish Award at the 2006 Annual Meeting in Milwaukee, WI.

Awards and Recognition

Mike Gish Award (2006) - The Mike Gish award is given to the top representative in the company who transitioned from a college intern to a full time representative in the awards year.

NAIFA Quality Award (2011-2015) - The NAIFA Quality Award provides advisors the opportunity to demonstrate a commitment to exceptional professionalism, productivity, adherence to NAIFA code of ethics, and service to your industry.

Associations and Memberships

NAIFA Member, 2004 - present 

MDRT - Qualified Member 2010-2015 

 

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