David A. Wiedmeyer

KLD WEALTH MANAGEMENT

LEBANON, OH 45036

Some features on this profile are disabled

CRD#: 6626957

Professional summary

David Alan Wiedmeyer, CFP®, who also goes by David Alan Wiedmeyer Jr, David Wiedmeyer, is a registered financial advisor currently at KLD WEALTH MANAGEMENT located in Lebanon, Ohio.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. David has worked at 5 firms and has passed the Series 66, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

David Alan Wiedmeyer Jr | David Wiedmeyer

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Saia Freight LTL. 3010 East Crescentville Rd. West Chester, OH. Part-time dockworker. 10/2024. Not investment related. The position involves driving a forklift and moving freight for 20-30 hours per week.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Alan Wiedmeyer's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2019

Experience

Current

April 15, 2024 - Present

KLD WEALTH MANAGEMENT

Office #1: 706 Deerfield Rd., Lebanon, OH 45036

RIA

CRD#: 330287

LEBANON, OH

Past

January 16, 2020 - February 14, 2024

PRUCO SECURITIES, LLC.

RIA

CRD#: 5685

LOUISVILLE, KY

Past

January 16, 2020 - February 14, 2024

PRUCO SECURITIES, LLC.

CRD#: 5685

LOUISVILLE, KY

Past

March 28, 2019 - January 17, 2020

CETERA WEALTH SERVICES, LLC

RIA

CRD#: 13572

SPRINGBORO, OH

Past

March 28, 2019 - January 17, 2020

CETERA WEALTH SERVICES, LLC

CRD#: 13572

SPRINGBORO, OH

Past

June 27, 2017 - March 29, 2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

MIAMISBURG, OH

Past

June 27, 2017 - March 29, 2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

MIAMISBURG, OH

Past

August 23, 2016 - June 7, 2017

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

CINCINNATI, OH

Past

June 27, 2016 - June 7, 2017

MML INVESTORS SERVICES, LLC

CRD#: 10409

CINCINNATI, OH

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Ohio
(4/15/2024)

IAR

Texas
(9/25/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/22/2017

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/28/2017

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 6/25/2016

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 4/16/2021

General Securities Principal Examination

Current Firm

KLD WEALTH MANAGEMENT

KLD WEALTH MANAGEMENT | KLD WEALTH MANAGEMENT LLC

CRD#: 330287 / SEC#:

Ohio

Registered Investment Advisory firm - (4/15/2024 Approved)

Texas

Registered Investment Advisory firm - (9/10/2025 Conditional Restricted)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

706 Deerfield Rd., Lebanon, OH 45036

Mailing Address

Phone number

(937) 404-5180

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	60
AUM (Assets Under Management)	$ 8,115,904

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Jamie Powell

CAPITAL ADVISORY SERVICES, LLC

IAR

West Chester, OH

Douglas Kinsey

ARTIFEX FINANCIAL GROUP, LLC

IAR

Oakwood, OH

We're Here To Help

Advisor Monitoring

Firm Stability Insights

David A. Wiedmeyer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Alan Wiedmeyer's CRS (Customer Relationship Summary).

Certified licenses

Experience

PRUCO SECURITIES, LLC.

PRUCO SECURITIES, LLC.

CETERA WEALTH SERVICES, LLC

CETERA WEALTH SERVICES, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/22/2017

SIE

Date: 10/1/2018

Series 7

Date: 7/28/2017

Series 6

Date: 6/25/2016

Series 24

Date: 4/16/2021

Current Firm

KLD WEALTH MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

KLD WEALTH MANAGEMENT

TRUST BUT VERIFY

Similar Advisors