Kenneth Klabunde
Precedent Financial Strategies · Indianapolis, Indiana
Kenneth Klabunde is a fee-only financial advisor at Precedent Financial Strategies in Indianapolis, Indiana, who holds the CFP credential. Precedent Financial Strategies reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Precedent Financial Strategies |
|---|---|
| Based in | Indianapolis, Indiana |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $111.5M across 278 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IN · CRD 2730931 |
| Exams passed | Series 63 (1997) · Series 65 (2000) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | precedentstrategies.com |
| Profile |
How Kenneth's firm compares
- Precedent Financial Strategies's average account is about $401,000, from its Form ADV (assets managed divided by 278 accounts).
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Questions about Kenneth
Is Kenneth Klabunde a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kenneth holds no broker registration, and Precedent Financial Strategies reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kenneth charge for financial advice?
Kenneth's firm, Precedent Financial Strategies, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Kenneth Klabunde based?
Kenneth Klabunde is based in Indianapolis, Indiana.
What credentials does Kenneth Klabunde hold?
Kenneth Klabunde holds the CFP credential.
Is Kenneth Klabunde registered with the SEC?
Yes. Kenneth Klabunde is registered as an investment adviser representative in IN (CRD 2730931), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Precedent Financial Strategies manage?
Precedent Financial Strategies reports $111.5M across 278 accounts in assets under management.
How do I contact Kenneth Klabunde?
Through Kenneth's website, precedentstrategies.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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