Our Team

Our Team

DAVID WEIDMAYER, CFP®

Principal/Owner

With over 20 years of experience in financial services, I am dedicated to helping individuals, families, and business owners meet their financial needs by developing investment plans around their long-term goals and risk tolerance. My extensive experience—throughout major shifts in the markets—enables me to help my clients structure portfolios to address their specific financial goals.

I began my financial services career as a financial consultant with Merrill Lynch in 1994. Now, just a little more than 20 years later, I have my own firm, Weidmayer Wealth Solutions. I earned a bachelor's degree from Michigan State University. I attended the Executive Education Leadership Training Course at Wharton School of Business in 2005. I completed my CFP® certification in 2012. Today, I specialize in tactical and strategic asset and liability management.

My wife Kendra and I enjoy sports, culinary functions, and the arts. We both grew up in rural communities and enjoy supporting 4H and various charities.

Experience

  • 2014–Present: Weidmayer Wealth Solutions
  • 2005–2014: Wells Fargo Advisors, LLC, Financial Advisor
  • 1994–2005: Merrill Lynch, Financial Advisor
  • 1992–1994: Kraft General Foods, Account Representative


My Education and Credentials

  • Bachelor's, Michigan State University
  • Executive Education on Leadership, Wharton
  • CERTIFIED FINANCIAL PLANNER™ professional


Areas of Focus

  • Business Services
  • Education Funding and 529 Plans
  • Estate Planning Strategies
  • Insurance
  • IRAs and IRA Rollovers
  • Debt Management and Reduction Strategies
  • Retirement Planning  


My Community Involvement

  • Program’s Chair, Board of Directors for Financial Planning Association of Indiana
  • Previously on the Board of Directors, Fort Wayne Philharmonic
  • Volunteer, Indianapolis Financial Planning Day
  • Indianapolis 500 Festival Volunteer
  • Carmel Lutheran Church
  • 4H