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

Wealth Management Advisor

My Team

As a Wealth Management Advisor for Northwestern Mutual, Dave Klein is committed to helping his clients achieve their financial goals. He doesn't do it alone. Here are the people committed to your customer service.

 Dave Klein's Team

 
Andrew J Shuldheisz

Andrew J Shuldheisz

Associate Financial Representative
Office 952-224-7958

How can Andrew help you?

  • Planning
    • Life Insurance Planning
    • Disability Insurance Planning
    • Long Term Care Planning
  • Meeting requests and rescheduling an appointment
  • Managing new introductions
  • Information for meeting preparation
  • General point-of-contact for clients

Andrew started his career with Northwestern Mutual back in July of 2015 when he started his own practice.  Andrew met Dave in May of 2016 and decided to join Dave’s team the following month by combining their practices.  He attended the University of Minnesota, Duluth and graduated with a Bachelor’s degree in Marketing and a minor in Organizational Management.  He holds his Life, Disability, and Health insurance licenses.

Andrew currently resides in Coon Rapids, MN with his wife Holly and daughter Hannah.  When not working they spend most of their spare time with family and friends, volunteering at their church, taking walks, and relaxing around their home.  Andrew also enjoys playing golf, refinishing furniture, updating his home, and watching the Wild and Vikings whenever he can.

 
Maria S Pantze

Maria S Pantze

Associate Wealth Management Advisor
Office 952-224-7987

How can Maria help you?

 

  • Managing new introductions
  • Investment account related questions
  • Operation requests for investments; including: 401K rollovers, IRA distributions, Roth Contributions and wire transfers
  • Customer service for investments
  • Information for meeting preparation
  • General point of contact for clients

Maria started her career with Northwestern Mutual back in May of 2009 and joined Dave’s team in May of 2014.  She attended the University of Minnesota, Duluth and graduated with a Bachelor’s of Accounting and a Bachelor’s of Business Administration with an emphasis in Finance.  She holds her Life, Disability, and Health insurance licenses as well as her series 6, 63, and 7 security licenses.

Maria currently resides in Big Lake, MN with her husband Matt.  They spend most of their spare time operating CrossFit Confidence; the CrossFit gym they opened in Big Lake, MN.  She also enjoys cross country skiing and spending time with friends and family.

 
 

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