Let's move forward. Together.

The Kloeckner Group
As your financial planning team, David and his team will work with you in planning out your financial goals. Walking side by side with you, we develop an investment plan with you that is specifically customized for your goals and risk profile.

David Kloeckner

Vice President–Wealth Management

Financial Advisor

David has been a Financial Advisor for over 17 years. In 2002, David partnered with his father Dale bringing both of their skills together. Currently, David focuses on Portfolio management through creating retirement plans, individual investments, and money management. David graduated from Midland Lutheran College in Fremont, NE with a degree in Business Administration. He lives in Omaha with his wife Krissy and their pets. David enjoys sports, cooking, and drumming in various bands in the Omaha area. David is active in his church, and is a member of the Freemasons and the Tangier Shriners.

Registered States:
  • AR
  • AZ
  • CA
  • CO
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MO
  • NE
  • NH
  • NJ
  • NM
  • NY
  • SD
  • TN
  • TX
  • UT
  • WA
  • WY

Education

  • Midland Lutheran College, Business Administration
1 Valmont Plaza
Suite 300
Omaha, NE 68154

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