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

David T. Klaus, CFP®

MBA, CASL

One to One Financial Advisors

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

General

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

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - MBA, CASL

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

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