About David H. Kinder, RFC®, ChFC®, CLU®
David Kinder Insurance and Financial Wealth Solutions
Welcome Friends,
David Kinder is a veteran of the insurance and financial services industry. He has served the needs of American residents and business owners, currently as a Financial Consultant with unconventional strategies to help them accomplish their retirement income and wealth accumulation goals.
He studied advanced financial planning through his various studies with The American College of Financial Services where he took private university level courses for over two years and passed over a dozen exams proving his mastery and expertise in financial planning subjects such as investments, retirement planning, income taxation, insurance matters, estate planning, and planning for business owners.
Professional Experience:
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David Kinder Financial Consulting and Analysis Services: Owner (2024 - present)
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David Kinder Insurance and Financial Wealth Solutions: Owner (2007 - present)
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Mutual of Omaha: Insurance Agent (2012)
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Combined Insurance Company of America: Insurance Agent (2011 - 2012)
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MassMutual Financial Group: Financial Advisor and Insurance Agent (2007 - 2009)
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Wescom Financial Services, LLC: Financial Advisor and Trust Liaison Officer (2005 - 2007)
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American Express Financial Advisors: Financial Advisor Trainee (2004)
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Wells Fargo Bank, N.A.: Personal Banker and Service Manager (2001 - 2004)
Education • Recognition • Licenses:
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Ethics Approved Status recognition through the International Association of Registered Financial Consultants (IARFC). Ethics Approved Status means adherence to the IARFC Code of Ethics with a clear record for the past five years. Members are biennially verified through FINRA, state licensing records, internet searches, and are required to pass the Ethics Exam.
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Chartered Financial Consultant® (ChFC®) advanced financial planning designation from The American College of Financial Services focusing in the areas of financial planning process, insurance, income taxation, retirement planning, investments, and estate planning.
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Chartered Life Underwriter® (CLU®) is the premier insurance designation from The American College of Financial Services adds additional education and expertise in the areas of individual life insurance, life insurance law, planning for business owners & professionals.
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Recipient of the IARFC® 2023 1st Place Member Award: Member Award for Dedication to Association Advancement. Presented annually in appreciation to top IARFC members who have brought the most newly qualified professional consultants that join the ranks of the Association.
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Recipient of The United States Flag Honor: "At the request of the Honorable Dianne Feinstein, United States Senator, this flag was flown for David H. Kinder, in recognition for the practice and promotion of prudent, qualified, and fiduciary client service and advice in financial services and, commemorating [his] 20 year career anniversary and Advocation and Promotion of Financial Industry Professional Standards."
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Recipient of The Prudent Man Award: is awarded to the few outstanding financial professionals who have 10 or more years of experience as a true financial planner, and have been recognized by their peers for the practice (or promotion) of Prudent, Qualified,
and Responsible Client Service.
Professional Association Memberships:
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International Association of Registered Financial Consultants® (IARFC®) is a non-profit professional association formed to foster public confidence in the financial services profession, help financial consultants exchange planning techniques, and recognize
practitioners who are truly committed to ethical standards and continuous professional education. We simply want the public to have the best financial advice available. -
National Association of Insurance and Financial Advisors® (NAIFA®) Founded in 1890, the National Association of Insurance and Financial Advisors is the preeminent association for financial service professionals in the United States of America. NAIFA members, in every Congressional district and every state house, subscribe to a strong Code of Ethics and represent a full spectrum of practice specialties to promote financial security for all Americans. Complimented by its professional development and consumer divisions, the Society of Financial Service Professionals and Life Happens, the association delivers value through advocacy, service, and education.
Industry Influencer & Publications:
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Affectionately known in the insurance and financial services community as "DHK" from Insurance-Forums.net over 10 years active participation with over 10,000 posts!
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Admin one of the largest financial services discussion groups of its kind on Facebook: Professional Life Agent Insurance Discussion group (only for licensed professionals).
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Founder of The Financial Advocacy Podcast with co-hosts Curt Gibbs and Michael Moffat. You can watch on YouTube or listen where you listen to your favorite podcasts: Spotify, Apple Podcasts, Amazon Podcasts, Audible, iHeart Podcasts, and more!
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LinkedIn recognition for both Top Sales Voice and Top Consulting Voice!
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2020 and 2024 NAIFA Young Advisor Team Advisor Ambassador presenter
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Platform speaker at The Professionals' Forum 2024!
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Extensively quoted in Tom Hegna's book: "Who Wants to Be a Millionaire?"
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InvestmentNews: SEC Draws Ire with Indexed Annuity Misstep (August, 2019)
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Insurance Selling Magazine: 25 Reasons to Love Life Insurance (September, 2018)
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Insurance Selling Magazine Inaugural Issue: The InsurTech Revolution (April, 2018)
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Ethics.net: Misrepresentation and Ignorance: A Dangerous Blend for Ethics (August, 2015)
I look forward to sharing with you the work I do and discovering if we are a fit to work together.
David Kinder
David H. Kinder, RFC®, ChFC®, CLU®
"The Tax-Exempt Wealth Guy!"
David Kinder Insurance and Financial Wealth Solutions
& David Kinder Financial Consulting and Analysis Services