JD Klopfenstein, FSCPTM, AIF®
Managing Partner & Financial Advisor
JD started working as a financial professional with Principal® Financial Network in 2018 running a solo practice which has organically grown into the Legacy Wealth Management team with his business partner Alec Sindelar. He began building his knowledge of the financial services industry while in college in 2016 working at Cambridge Investment Research, Edward Jones, and then Community 1st Credit Union. Having experience in various roles prior to graduating with a B.B.A in Finance from the University of Iowa, Tippie College of Business.
Originally from Mount Pleasant Iowa, JD grew up in a tight-knit community in Southeast Iowa. He started working on his grandmother's farm at the Age of 12 while volunteering with the Midwest Old Threshers and Boy Scouts of America where he obtained the rank of Eagle Scout.
JD's early experiences have assisted him with developing communication and strategic thinking skills necessary to perform comprehensive financial planning for his clients. He strives to provide confidence and comfortability for each and every individual, family, and business he meets with. He believes that educating the client is one of the most important pieces of an individual’s financial plan and strives to educate each and every client he serves. He is always asking for client feedback to improve the customized service he offers to each client making them feel that the service they are receiving is truly customized for them and their personal situation. You will find him traveling on occasion to visit clients across the country to continue to provide that personalized face to face service that he is recognized for, no matter how far that may take him.
JD currently lives in Iowa City area and is actively involved in the Corridor community. He currently serves as a Student Mentor for the University of Iowa, is a finance committee member for the Hawkeye Area Boy Scout Council, a member of the Associates Board for Tanager Place, and serves on the Young Alumni Board for the Tippie College of Business at the University of Iowa. He is also a member of NAIFA – Cedar Rapids (National Association of Insurance and Financial Advisors), Financial Management Association, and The Society of Financial Service Professionals.