David Klaus

David Klaus

Partner Advisor at Allworth Financial
Indianapolis, Indiana, United States

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Work Experience

Allworth Financial

Partner Advisor

2023-02-01 - Present

One to One Financial Advisors

Certified Financial Planner™ Professional, Special Care Planner

2016-07-01 - 2023-02-01

MetLife

Certified Financial Planner™ Professional, Special Needs Financial Planner, Financial Services Rep

2008-01-01 - 2016-06-01

Eli Lilly & Company

Financial Analyst, Intercontinental Region

2007-08-01 - 2008-01-01

Eli Lilly & Co.

Financial Analyst, Insulin Bulk Manufacturing

2005-10-01 - 2007-06-01

Skills

retirement planning investment advising 401 management financial advising financial services investing

Languages

English