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Kenneth Klabunde, MS, CFP®

Planning and Investment Management for Physicians

Precedent Asset Management



Contact Me



Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
    • -Tax Planning
  • Pension Consulting
    • -401k
    • -403b
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Businesses or Institutional Clients


Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types



No timeline events available.
Employer Years Dates
Precedent Asset Management 6 years, 4 months Nov 2013 - Present
City Securities Corporation 1 year Nov 2012 - Nov 2013
City Securities Corporation 12 years, 2 months Sep 2001 - Nov 2013
City Securities Corporation 12 years Sep 2001 - Sep 2013

Designations & Memberships

  • Financial Planning Association
    Financial Planning Association
    The Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.
  • National Association of Personal Financial Advisors
    National Association of Personal Financial Advisors
    NAPFA, the National Association of Personal Financial Advisors, is the nation’s leading organization dedicated to the advancement of Fee-Only comprehensive financial planning. Consumers and the media look to NAPFA for access to financial advisors who meet the highest standards for professional competency, comprehensive financial planning and Fee-Only compensation.
  • XY Planning Network
    XY Planning Network
    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
  • Certified Financial Planner
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.

Articles and Answers

Insights by Kenneth Klabunde

ATRA (American Taxpayer Relief Act) Summary
Published 2013-01-02 11:56:26
Lessons from the Great Recession
Published 2012-06-11 12:02:15
Avoiding Investment Fraud
Published 2012-07-02 12:14:27
    *Articles are published by advisors without compensation.


    Ask a financial questionAsk a question
    I have an non spousal inherited IRA and I want to know if losses can be reported on the federal tax form such as $3000 limit as on any other stock account? Also is it possible to add funds to this type of IRA Thanks?
    No, and no. Sorry... IRAs are tax-deferred, so nothing is taxed (or losses deducted) except when you make withdrawals. But you may be able to contribute to your own IRA if you are otherwise eligible. The two IRAs, inherited and your own, will need to be separate since the inherited IRA will have un...  (more)
    Answered Jan 2013
    Where do i go to get a 1099r form?
    1099R is generated by the custodian of your assets if you had a distribution that requires it, and will be mailed directly to you. The IRS has a blank copy posted here:  (more)
    Answered Jan 2013
      *Answers are submitted by advisors without compensation.

      Licenses & Conducts

      U.S. Securities and Exchange Commission
      • license status
      • disclosures
      • as of date
        Aug 28, 2018
      • license status
        Not registered
      • disclosures
      • as of date
        Aug 28, 2018
      Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:



      Last updated on March 25, 2020
        • $49.3M
          Total Assets Under Management
        • $0
          Total Assets Under Advisement
        • 45
          number of clients
        • $1.1M
          Estimated Average Account Balance Per Client

      Precedent Asset Management

      Last updated on March 11, 2020
        • $65.9M
          Total Assets Under Management
        • N/A
          Total Assets Under Advisement
        • 64
        • $1.0M
          Estimated Average Account Balance


      Fee Only Advisor
      This advisor has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.

      Types of Compensation Arrangements