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Stephen Klingler, CFP®

Principal

Castleton

Client Advisory

Biography

Stephen is a Principal in the Indianapolis office. He partners with individuals to advise and assist on the topics of investment management and financial, tax and estate planning.

Prior to joining Cerity Partners, Stephen served as a Senior Financial Advisor at ARGI Financial Group. Before starting with ARGI, he served as Branch Manager and Financial Consultant for TD Ameritrade and Scottrade, assisting individuals with personal financial planning and wealth management needs.

Education

  • B.S. in Finance from the University of Southern Indiana
  • B.S. in Economics from the University of Southern Indiana

Highlights

  • CERTIFIED FINANCIAL PLANNER®

Latest Insights

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Stephen Klingler

Individuals and Families

5 Things to Do in a Down Market

Volatile markets can shake the confidence of even the most committed long-term investors.  Starting with a comprehensive financial plan, understanding just how much risk you need to take with your portfolio to accomplish your long-term goals and objectives is the first step.  While we certainly can’t prevent or even anticipate when down markets might happen, […]

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Dustin Ribergaard

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Lead Concierge

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Thank you for your interest in our financial services. We appreciate the opportunity to connect and learn about your financial goals. A representative will be in touch to discuss your financial needs.

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Here are some valuable insights to read before your meeting

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Economic and Market Outlooks

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Economic and Market Outlooks

Is It Time to Panic? (Spoiler Alert: No, It Is Not)

April 3, 2025 - Tariffs and policy uncertainty have spooked investors, but good outcomes for the markets and economy are more probable than you might think.

Kim Curtis

Partner

Individuals and Families

From Courts to Cash: How Women Athletes and Women’s Sports Are Changing the Game 

March 20, 2025 - Women’s sports are experiencing unprecedented growth, fueled by rising viewership, increased sponsorships, and expanding financial opportunities for athletes. This article explores the economic shift underway…

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By clicking “Schedule Now”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.