David Wiedmeyer
Helping Millennial & Gen-X couples achieve financial freedom.
- Role
- Planner Owner at Kld Wealth Management
- Location
- Lebanon, OH, US
- LinkedIn followers
- 500 followers
About David Wiedmeyer
At KLD Wealth Management, we believe that financial planning is about more than just…
Experience
Planner Owner
Feb 2024 — Present
As the Owner and Planner at KLD Wealth Management, I create and execute strategic business plans to drive firm growth. I manage both new and existing client experiences, ensuring seamless implementation of financial strategies. I establish and maintain processes to comply with SEC and State regulations. Additionally, I develop engaging marketing content, including blogs, social media posts, and a weekly newsletter. My responsibilities also include reviewing and managing client investments, focusing on rebalancing and tax management. Our firm offers comprehensive tax planning services, including ROTH conversions, to help clients optimize their financial outcomes.
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