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.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 4618120
Thrivent Advisor Network, LLC
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
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 |
- CA
- IA
- MN
- WA
- WI
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Total Assets Under Management106MILLIONS
-
Total Number of Accounts481ACCOUNTS
-
Average Account Value$220,071
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, CO, IA, IN, MD, MN, ND, SD, WA, WI
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