| Other Names: | Ken Klabunde, Kenneth Richard Klabunde |
|---|---|
| Firm: | |
| DBA: |
City Wealth Advisors |
| Type: | Dual Registration |
My work for the past seventeen years is to serve families and organizations as a financial planner and investment manager. I work with people in the Indianapolis, Indiana area and across the country, specifically meeting the needs of:
1) Physicians and their families, including those in the early stages of a medical
...(see more)
Indianapolis, Indiana based financial planner, Kenneth Klabunde, weighs in on the proposed charitable tax deduction caps, asserting the caps are a bad idea and tax policy should not disincentivize charitable gifts.
Indianapolis, Indiana based financial planner, Kenneth Klabunde, responds to the SEC's increased examination of certain advisers and concludes the oversight is good for clients.
Mark Schoeff summarizes the overnight Senate fiscal cliff legislation, with reactions from leading financial planners including Indianapolis, Indiana based Kenneth Klabunde.
Indianapolis, Indiana based financial planner, Kenneth Klabunde, states a temporary fall over the fiscal cliff is not a negative event and is needed by some for political purposes.
Indianapolis, Indiana based financial planner, Kenneth Klabunde, weighs in on the new SEC chair and the importance of investor protection and fiduciary standard of care.
Indianapolis, Indiana based financial planner, Kenneth Klabunde, weighs in on the capital gains tax debate with a global perspective on the implications for American business and investors.
Caitlin Nish interviews financial advisors about how they discuss political issues with clients. Indianapolis, Indiana based financial planner, Kenneth Klabunde, focuses on potential political outcomes and how to respond when it comes to financial planning work and portfolio management.
Indianapolis, Indiana based financial planner, Kenneth Klabunde, contributes to a discussion of how the economy, lingering debt crisis, and unemployment rate may impact the election.
| High Net Worth Individuals | |
| Individuals | |
| Pension and Profit Sharing Plans | |
| Corporations or Other Businesses | |
| Charitable Organizations |
| Employer | Years | Dates |
|---|---|---|
| City Securities Corporation | 11 years, 9 months | Sep 2001 - Present |
| Regulator |
|
|
|---|---|---|
| License Status |
Registered
|
Registered
|
| Disclosures |
No Disclosures Found |
No Disclosures Found |
| As of Date |
01/10/2013
|
05/02/2012
|
| Exam | Series | Passed Date |
|---|---|---|
| Uniform Investment Adviser Law Examination | Series 65 | 07/17/2000 |
| Uniform Securities Agent State Law Examination | Series 63 | 02/14/1997 |
| General Securities Representative Examination | Series 7 | 05/07/1996 |
| Address |
30 S. Meridian Street, Suite 600 Indianapolis, IN 46204 |
|---|---|
| Phone Number | (317)-808-7192 |
| Website | www.citysecurities.com |
| Financial Planning | 40% |
|
Estate Planning | ||
Comprehensive Financial Planning | ||
Retirement Planning | ||
College Planning | ||
Charitable Planning | ||
Tax Planning | ||
| Portfolio Management | 40% |
|
Individuals and/or Small Businesses | ||
Businesses or Institutional Clients | ||
| Pension Consulting | 20% |
|
401k | ||
403b |
