AeroLeads people directory · profile
David J. Klein, Cfp, Clu, Chfc, Ricp Email & Phone Number
Founding Partner and Wealth Management Advisor
at
Refine Wealth Strategies
1 work email found
@nmfn.com
5 phones found area 952, 314, 866, and 414
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Founding Partner and Wealth Management Advisor
Location
Minnetonka, Minnesota, United States
Company size
Who is David J. Klein, Cfp, Clu, Chfc, Ricp? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
David J. Klein, Cfp, Clu, Chfc, Ricp is listed as Founding Partner and Wealth Management Advisor at Refine Wealth Strategies, a company with 13 employees, based in Minnetonka, Minnesota, United States. AeroLeads shows a work email signal at nmfn.com, phone signal with area code 952, 314, 866, 414, and a matched LinkedIn profile for David J. Klein, Cfp, Clu, Chfc, Ricp.
David J. Klein, Cfp, Clu, Chfc, Ricp previously worked as Founding Partner & Wealth Management Advisor at Refine Wealth Strategies and Wealth Management Advisor at Northwestern Mutual. David J. Klein, Cfp, Clu, Chfc, Ricp holds Bachelor Of Science - Finance & Risk Management from University Of Minnesota - Carlson School Of Management.
Company email context
Email format at Refine Wealth Strategies
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*@nmfn.com
68% confidence
AeroLeads found 1 current-domain work email signal for David J. Klein, Cfp, Clu, Chfc, Ricp. Compare company email patterns before reaching out.
Profile bio
About David J. Klein, Cfp, Clu, Chfc, Ricp
Dave Klein is a founding partner of Refine Wealth Strategies. As a Wealth Management Advisor, he specializes in equity-based compensation strategies for Corporate Executives.Dave began his career with Northwestern Mutual as an intern while attending the University of Minnesota Carlson School of Management in 2004. Financial responsibility was instilled in him at a young age by his parents and grandparents, and because of this, he is motivated to help others start planning early and take steps towards achieving their most amazing future.Born and raised in Minnesota, Dave is a huge Minnesota sports fan. He resides in Plymouth with his wife Melissa and their three children, Gavin, Olivia, and Everly. He enjoys golfing, spearfishing, playing outside with his kids, and spending weekends up north at the cabin.CREDENTIALSBachelor of Science in Finance, University of Minnesota, Carlson School of ManagementCERTIFIED FINANCIAL PLANNER™ Professional (CFP®)Retirement Income Certified Professional (RICP®)Chartered Life Underwriter (CLU®)Chartered Financial Consultant (ChFC®)FINRA Series 6, 7 & 63Life, Accident & Health Licenses
Listed skills include Strategic Financial Planning, Insurance, Financial Analysis, Finance, and 13 others.
Current workplace
David J. Klein, Cfp, Clu, Chfc, Ricp's current company
Company context helps verify the profile and gives searchers a useful next step.
Refine Wealth Strategies
6 roles
David J. Klein, Cfp, Clu, Chfc, Ricp work experience
A career timeline built from the work history available for this profile.
Founding Partner & Wealth Management Advisor
CurrentAt Refine Wealth Strategies, we want you to live an enriched, full life, and we believe a world-class planning experience is a key part of that process. Our goal is to provide innovative insight and exceptional service so you can confidently take your wealth to the next level. Here are some of the ways we’ve refined our practice to provide the best.
Jul 2022 - Present
Wealth Management Advisor
CurrentWe help you achieve clarity, confidence, and peace of mind for your financial future. We begin by listening to your values and understanding your vision in order to thoughtfully evaluate the optimal financial solutions for your family. By taking time to connect, educate, and partner with you, we create a holistic plan that helps you maximize wealth while.
Mar 2004 - Present
Chair Of The Board Of Directors
CurrentStages Theatre Company is committed to the enrichment and education of children and youth in a professional theatre environment that stimulates artistic excellence and personal growth. I am currently the Chair of the Board and actively serve on the Nominating and Next Generation Campaign committees.
Aug 2014 - Present
Credit Analyst
Sep 2003 - May 2004
Dec 2002 - May 2003
5 education records
David J. Klein, Cfp, Clu, Chfc, Ricp education
Bachelor Of Science - Finance & Risk Management
Cfp - Certified Financial Planner®
Chfc - Chartered Financial Consultant®
Clu - Chartered Life Underwriter®
Ricp - Retirement Income Certified Planner®
FAQ
Frequently asked questions about David J. Klein, Cfp, Clu, Chfc, Ricp
Quick answers generated from the profile data available on this page.
What company does David J. Klein, Cfp, Clu, Chfc, Ricp work for?
David J. Klein, Cfp, Clu, Chfc, Ricp works for Refine Wealth Strategies.
What is David J. Klein, Cfp, Clu, Chfc, Ricp's role at Refine Wealth Strategies?
David J. Klein, Cfp, Clu, Chfc, Ricp is listed as Founding Partner and Wealth Management Advisor at Refine Wealth Strategies.
What is David J. Klein, Cfp, Clu, Chfc, Ricp's email address?
AeroLeads has found 1 work email signal at @nmfn.com for David J. Klein, Cfp, Clu, Chfc, Ricp at Refine Wealth Strategies.
What is David J. Klein, Cfp, Clu, Chfc, Ricp's phone number?
AeroLeads has found 5 phone signal(s) with area code 952, 314, 866, 414 for David J. Klein, Cfp, Clu, Chfc, Ricp at Refine Wealth Strategies.
Where is David J. Klein, Cfp, Clu, Chfc, Ricp based?
David J. Klein, Cfp, Clu, Chfc, Ricp is based in Minnetonka, Minnesota, United States while working with Refine Wealth Strategies.
What companies has David J. Klein, Cfp, Clu, Chfc, Ricp worked for?
David J. Klein, Cfp, Clu, Chfc, Ricp has worked for Refine Wealth Strategies, Northwestern Mutual, Stages Theatre Company, The Minnesota Daily, and Ameriprise Financial Services, Inc..
How can I contact David J. Klein, Cfp, Clu, Chfc, Ricp?
You can use AeroLeads to view verified contact signals for David J. Klein, Cfp, Clu, Chfc, Ricp at Refine Wealth Strategies, including work email, phone, and LinkedIn data when available.
What schools did David J. Klein, Cfp, Clu, Chfc, Ricp attend?
David J. Klein, Cfp, Clu, Chfc, Ricp holds Bachelor Of Science - Finance & Risk Management from University Of Minnesota - Carlson School Of Management.
What skills is David J. Klein, Cfp, Clu, Chfc, Ricp known for?
David J. Klein, Cfp, Clu, Chfc, Ricp is listed with skills including Strategic Financial Planning, Insurance, Financial Analysis, Finance, Leadership, Portfolio Management, Training, and Financial Planning.
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