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Kenneth Klabunde, MS, CFP®

Planning and Investment Management for Physicians

Precedent Asset Management

Indianapolis

IN

Contact Me

Overview

Services

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

Funds Used With Clients

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

Firm Client types

Qualifications

Experience

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

Designations & Memberships

  • Financial Planning Association
    Membership
    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
    Membership
    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
    Membership
    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
    Designation
    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.

    Answers

    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: http://www.irs.gov/pub/irs-pdf/f1099r.pdf...  (more)
    Answered Jan 2013
      *Answers are submitted by advisors without compensation.

      Licenses & Conducts

      SEC
      U.S. Securities and Exchange Commission
      • license status
        Registered
      • disclosures
        None
      • as of date
        Apr 17, 2015
      FINRA
      FINRA
      • license status
        Not registered
      • disclosures
        None
      • as of date
        Mar 10, 2016
      Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

      Assets

      Advisor

      Last updated on Oct. 5, 2017
        • $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 Feb. 21, 2017
        • $48.4M
          Total Assets Under Management
        • N/A
          Total Assets Under Advisement
        • 160
          Accounts
        • $302.3K
          Estimated Average Account Balance

      Fees

      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