Kenneth Klabunde

MS, CFP®

Precedent Asset Management

Principal and CIO

Kenneth Klabunde

MS, CFP®

Precedent Asset Management

Principal and CIO

You gain an advocate and counselor working to ensure the best possible outcomes in every aspect of your finances, paired with the experience, knowledge and technology to serve the demanding needs and financial complexity of medical professionals. - Kenneth Klabunde, MS, CFP®

Kenneth Klabunde is an Indianapolis, IN financial advisor and investment manager serving physicians, surgeons, and other medical professionals. Precedent Asset Management provides ongoing financial planning and active investment management services utilizing leading-edge mobile technology to provide a paperless, highly organized, and personal experience to clients no matter where they reside, and to ensure that our team can consistently serve clients and remain highly accessible for physicians with challenging schedules.

Kenneth Klabunde serves as an advocate and counselor to physicians, working to ensure the best possible outcomes in every aspect of their finances. He founded Precedent Asset Management to set a new standard for the integration of financial planning and investment management services for clients.

Providing personalized, holistic planning, Kenneth assists young and seasoned surgeons, physicians and other medical professionals to establish goals and create clear and concise action plans to help achieve their goals. This detailed planning is paired with an investment management process that centers around customized asset mixes designed to minimize drawdown risks and support client objectives in all market environments.

Kenneth resides in central Indiana with his wife and two children, where he enjoys a simple life running a small-scale sustainable farm. He is a hobby ecologist, managing a protected forest and grasslands, and installed his own solar energy system in his home.

Consistent with his personal values, Kenneth brings the same sustainable mentality to his work in financial planning. He utilizes leading-edge mobile technology to provide a paperless, highly organized, and personal experience to clients no matter where they reside, and to ensure that he and his team can consistently serve clients and remain highly accessible for physicians with challenging schedules.

Kenneth is a graduate of Taylor University with a degree in business systems and finance. He also holds a masters degree in personal financial planning and is a Certified Financial Planner™ practitioner.

He volunteers in the Indianapolis community as an advocate for medical research funding and is the chairman of the IU School of Medicine Planned Giving Committee. He is a Founding Member of the XY Planning Network, and a member of NAPFA, the Financial Planning Association, and Central Indiana Community Foundation’s Cornerstone Council.

Kenneth Klabunde's fiduciary obligation is governed by:

  • Certified Financial Planner (CFP)
  • XY Planning Network
  • National Association of Personal Financial Advisors (NAPFA)

Precedent Asset Management provides ongoing financial planning and active investment management services in the Indianapolis, Indiana region (including Indianapolis, Carmel, Zionsville, Fishers, Geist, Noblesville and surrounding communities) for:
 

  • Physicians and Healthcare Executives
  • Families planning for or entering retirement
  • Investors seeking careful risk management
  • High-income earners wanting to minimize lifetime taxes


We work only as a fiduciary advisor to our clients in exchange for a reasonable fee and do not receive commissions or other forms of revenue from product providers. You gain an advocate and counselor working to ensure the best possible outcomes in every aspect of your finances, paired with the experience, knowledge, and technology to serve the demanding needs and financial complexity of medical professionals. 


Experienced and newly-minted physicians are welcome to contact Kenneth for a free initial discussion of their financial health and the next steps needed to build and preserve wealth.

 

Learn Why Fiduciary Matters When Choosing a Financial Advisor:

Specialties

  • Physicians
  • Financial Planning
  • Retirement Planning
  • Investment Management
  • Business Planning
  • Estate Services
  • Education Planning

Ideal Clients

  • Medical Professionals
  • High Income Families
  • Retirees and Near Retirees

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • No-Cost Initial Consultation
  • Quarterly Retainer
  • % of Assets Under Management

Professional Designations & Affiliations

  • Certified Financial Planner (CFP)
    Kenneth Klabunde is CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • XY Planning Network
    Kenneth Klabunde is a Member of the 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.

  • National Association of Personal Financial Advisors (NAPFA)
    Kenneth Klabunde is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Financial Planning Association
    Kenneth Klabunde is a member of The Financial Planning Association® (FPA®)

    FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.

Contact Kenneth Klabunde

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Office Locations:

  • 9000 Keystone Crossing
    Suite 145
    Indianapolis, IN 46240

Welcome to Precedent Asset Management

Published on Nov 16, 2013

Precedent Asset Management welcome video

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