David Kling, financial advisor Laramie WY
93 score

David Kling

CRD Number: 5373601
Current Firm: Cetera Investment Advisers LLC

David Kling (CRD# 5373601) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Laramie, WY and has over 9 years of experience in the finance industry.

Similar Advisors
Dennis Cook, financial advisor Laramie WY
Dennis C. Cook
CRD# 4073366
Wealth Design Consulting, LLC
Score
93
Similar Advisors
Jeffrey Eckert, financial advisor Laramie WY
Jeffrey A. Eckert
CRD# 2067932
Investment Centers Of America, Inc.
Score
93
Similar Advisors
James Lafleiche, financial advisor Laramie WY
James Lafleiche
CRD# 300474
Axa Advisors, LLC
Score
93
Company Name Location Dates Years
Cetera Investment Advisers LLC Laramie, WY Jan 2014 - Current 2
Cetera Investment Services LLC St. Cloud, MN Jun 2007 - Current 9
First Interstate Bank Cheyenne, WY Apr 2007 - Current 9
First Interstate Bank Laramie, WY Apr 2005 - Apr 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2007
Contact Info for David J. Kling
Phone Number: 888-528-2987
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    7,010
    MILLIONS
  • Total Number of Accounts
    26,660
    ACCOUNTS
  • Average Account Value
    $262,943
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.