David T. Klaus,  CFP<sup>&reg;</sup> - Financial Advisor

David T. Klaus, CFP®


Allworth Financial

3610 River Crossing Pkwy, Ste 280
Indianapolis, IN 46240
(800) 667-5792
(317) 918-2241


David Klaus is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Allworth Financial in Indianapolis, IN and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • Other - MBA, CASL, EPS

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Asset Allocation, Career Change, Investment Management, Estate Planning, Getting Married, Mutual Funds, Real Estate, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Medical & Health Issues, Sudden Wealth, Special Needs


Helpful Financial Planning Resources