Allison Cline, financial advisor Minneapolis MN

Allison Cline

CRD Number: 6865979
Current Firm: Van Clemens Wealth Management, LLC

Allison Cline (CRD# 6865979) is an Investment Advisor Representative working at Van Clemens Wealth Management, LLC in Minneapolis, MN and has over 6 years of experience in the finance industry. Allison Cline has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Van Clemens & Company, Inc. Minneapolis, MN Jul 2022 - Current 1
Van Clemens Wealth Management, LLC Minneapolis, MN Jul 2022 - Current 1
Van Clemens Insurance Associates, LLC Minneapolis, MN Jul 2022 - Current 1
Ian Donaldson Edina, MN Nov 2019 - Jul 2022 2
Northwestern Mutual Investment Services LLC Edina, MN Oct 2017 - Jul 2022 4
Northwestern Mutual Life Insurance Company Milwaukee, WI Oct 2017 - Nov 2019 2
Unemployed Chanhassen, MN Aug 2017 - Sep 2017 < 1
Iverify Chanhassen, MN Jun 2017 - Aug 2017 < 1
Southwest Christian High School Chaska, MN Feb 2017 - May 2017 < 1
Unemployed Eden Prairie, MN Dec 2016 - Feb 2017 < 1
Matt Gaines Cutting Horses Weatherford, TX Aug 2016 - Dec 2016 < 1
Music Meadows Ranch Westcliffe, CO May 2016 - Sep 2016 < 1
Nz Wineries Blenheim, Sep 2015 - May 2016 < 1
Music Meadows Ranch Westcliffe, CO May 2015 - Sep 2015 < 1
Student St Paul, MN Sep 2012 - May 2015 2
Music Meadows Ranch Westcliffe, CO May 2014 - Sep 2014 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2017
Contact Info for Allison J. Cline
Phone Number: 612-758-9140
Registered State(s):
  • CA
  • IA
  • MN
  • WA
  • WI
By the Numbers
  • Total Assets Under Management
    106
    MILLIONS
  • Total Number of Accounts
    481
    ACCOUNTS
  • Average Account Value
    $220,071
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, CO, IA, IN, MD, MN, ND, SD, WA, WI

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