Gary Kleinschmidt
AeroLeads people directory · profile

Gary Kleinschmidt Email & Phone Number

Managing Director and Retirement Services at dakota
Location: Chalfont, Pennsylvania, United States 6 work roles 1 school
1 work email found @gunnerarchitects.com 6 phones found area 215, 410, 302, and 212 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 6 phones

Work email g****@gunnerarchitects.com
Direct phone (215) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
dakota
Role
Managing Director and Retirement Services
Location
Chalfont, Pennsylvania, United States
Company size
215 employees

Who is Gary Kleinschmidt? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Gary Kleinschmidt is listed as Managing Director and Retirement Services at dakota, a with 215 employees, based in Chalfont, Pennsylvania, United States. AeroLeads shows a work email signal at gunnerarchitects.com, phone signal with area code 215, 410, 302, 212, and a matched LinkedIn profile for Gary Kleinschmidt.

Gary Kleinschmidt previously worked as CEO and Co-Founder at Safeguard Asset Management and Sr Business Development Director at Franklin Templeton. Gary Kleinschmidt holds Bs, Marketing from Penn State University.

Company email context

Email format at dakota

This section adds company-level context without repeating Gary Kleinschmidt's masked contact details.

*@gunnerarchitects.com
68% confidence

AeroLeads found 1 current-domain work email signal for Gary Kleinschmidt. Compare company email patterns before reaching out.

View email format View company profile Management contacts
Profile bio

About Gary Kleinschmidt

Gary has spent the last 35 years working as an Intrapreneur with the 3 most amazing financial services companies and is grateful for his experience. Formerly, as Founder and CEO, he was able to implement his “change the world” attitude and create new strategies that work for his sales team, their advisors and most importantly the investors. His philosophy is, “the only way to do great work is to make sure you love what you do” with the vision to create something new and exciting in the mutual fund industry.He was responsible for product development, marketing, compliance, and risk management. He also oversaw the distribution and sales infrastructure across all channels. As a sales manager, his belief is to surrounded himself with a team that is more talented than him.

Listed skills include Mutual Funds, Series 63, 401K, Series 7, and 1 others.

Current workplace

Gary Kleinschmidt's current company

Company context helps verify the profile and gives searchers a useful next step.

dakota
Dakota
Managing Director and Retirement Services
Chalfont, PA, US
Website
dakota.co
Employees
215
AeroLeads page
Company profile
View company profile Email format
6 roles · 39 years

Gary Kleinschmidt work experience

A career timeline built from the work history available for this profile.

Managing Director And Retirement Services

Dakota

Chalfont, Pa, Us

Sr Business Development Director

Franklin Templeton

San Mateo, California, Us

Aug 2020 - Jul 2021

Director Of Retirement Sales

Legg Mason

San Mateo, California, Us

Apr 2007 - Aug 2020

Retirement Sales

Van Kampen Investments
Apr 2000 - Apr 2007

Sales/Marketing

Bisys Retirement Services
1988 - 2000 ~12 yrs
Team & coworkers

Colleagues at dakota

Other employees you can reach at dakota.co. View company contacts for 215 employees →

LW Luke Winnick Luke Winnick Colleague at DakotaGreater Philadelphia, United States View → KM Kim Mullarkey Kim Mullarkey Colleague at DakotaGreater Philadelphia, United States View → LT Liam Timmins Liam Timmins Colleague at DakotaWest Chester, Pennsylvania, United States View → JW Jack Wolfington Jack Wolfington Colleague at DakotaNewtown Square, Pennsylvania, United States View → AG Anne Ghela Licarte Anne Ghela Licarte Colleague at DakotaUnited States View → ER Elizabeth Reese Elizabeth Reese Colleague at DakotaBryn Mawr, Pennsylvania, United States View → CM Christian Maienshein Christian Maienshein Colleague at DakotaPhiladelphia, Pennsylvania, United States View → SP Stephanie P. Stephanie P. Colleague at DakotaPhiladelphia, Pennsylvania, United States View → PV Paulo Victor Roseno De Almeida Paulo Victor Roseno De Almeida Colleague at DakotaMaranguape, Ceará, Brazil View → SP Sowon Park Sowon Park Colleague at DakotaGreater Philadelphia, United States View →
1 education record

Gary Kleinschmidt education

  • Penn State University
    Penn State University
    Marketing
FAQ

Frequently asked questions about Gary Kleinschmidt

Quick answers generated from the profile data available on this page.

What company does Gary Kleinschmidt work for?

Gary Kleinschmidt works for dakota.

What is Gary Kleinschmidt's role at dakota?

Gary Kleinschmidt is listed as Managing Director and Retirement Services at dakota.

What is Gary Kleinschmidt's email address?

AeroLeads has found 1 work email signal at @gunnerarchitects.com for Gary Kleinschmidt at dakota.

What is Gary Kleinschmidt's phone number?

AeroLeads has found 6 phone signal(s) with area code 215, 410, 302, 212 for Gary Kleinschmidt at dakota.

Where is Gary Kleinschmidt based?

Gary Kleinschmidt is based in Chalfont, Pennsylvania, United States while working with dakota.

What companies has Gary Kleinschmidt worked for?

Gary Kleinschmidt has worked for Dakota, Safeguard Asset Management, Franklin Templeton, Legg Mason, and Van Kampen Investments.

Who are Gary Kleinschmidt's colleagues at dakota?

Gary Kleinschmidt's colleagues at dakota include Luke Winnick, Kim Mullarkey, Liam Timmins, Jack Wolfington, and Anne Ghela Licarte.

How can I contact Gary Kleinschmidt?

You can use AeroLeads to view verified contact signals for Gary Kleinschmidt at dakota, including work email, phone, and LinkedIn data when available.

What schools did Gary Kleinschmidt attend?

Gary Kleinschmidt holds Bs, Marketing from Penn State University.

What skills is Gary Kleinschmidt known for?

Gary Kleinschmidt is listed with skills including Mutual Funds, Series 63, 401K, Series 7, and Series 6.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.