David Alan Wiedmeyer
CFP®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
David Alan Wiedmeyer Jr, David Wiedmeyer
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Videos & Posts
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Credentials
Years of Experience
10 years in the financial services industry
Current & Past Employments
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Current Firm
KLD WEALTH MANAGEMENT | KLD WEALTH MANAGEMENT LLC
Contact Information
Main Address
706 Deerfield Rd., Lebanon, OH 45036Phone Number
(937) 404-5180# of Employees
2Documents
Regulatory Assets Under Management
Total Number of Accounts
77AUM (Assets Under Management)
$8,600,892Similar Advisors
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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.
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State Registrations and Notice Filings
(11/13/2025)
(4/15/2024)
(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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Jun 2016About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view David Alan Wiedmeyer's CRS (Customer Relationship Summary).
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