Van Clemens Wealth Management, LLC
Van Clemens Wealth Management, LLC (CRD# 297362) is a financial advisory firm headquartered in Minneapolis, MN. They manage $105,854,271 in 481 accounts and serve the financial needs of clients across 2 states (or territories).
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Total Assets Under Management106MILLION
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Total Number of Accounts481ACCOUNTS
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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, WA
Robert Long (CRD# 1522998) is an Investment Advisor Representative working at Van Clemens Wealth Management, LLC in Minneapolis, MN and has over 35 years of experience in the finance industry.
Jeffrey Mahoney (CRD# 5333809) is an Investment Advisor Representative working at Van Clemens Wealth Management, LLC in Minneapolis, MN and has over 16 years of experience in the finance industry.
Brendan O'rourke (CRD# 6413328) is an Investment Advisor Representative working at Van Clemens Wealth Management, LLC in Minneapolis, MN and has over 8 years of experience in the finance industry.
Sydney Brisco (CRD# 7772171) is an Investment Advisor Representative working at Van Clemens Wealth Management, LLC in Minneapolis, MN and has 1 year of experience in the finance industry.
Timothy Clarkson (CRD# 724298) is an Investment Advisor Representative working at Van Clemens Wealth Management, LLC in Minneapolis, MN and has over 43 years of experience in the finance industry.
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.
Benjamin Cline (CRD# 7797196) is an Investment Advisor Representative working at Van Clemens Wealth Management, LLC in Minneapolis, MN and has 1 year of experience in the finance industry.
Basil Joseph (CRD# 1399734) is an Investment Advisor Representative working at Van Clemens Wealth Management, LLC in Minneapolis, MN and has over 38 years of experience in the finance industry.
Andrew Knutson (CRD# 6415064) is an Investment Advisor Representative working at Van Clemens Wealth Management, LLC in Minneapolis, MN and has over 7 years of experience in the finance industry.
Alan Markham (CRD# 7223772) is an Investment Advisor Representative working at Van Clemens Wealth Management, LLC in New Brighton, MN and has over 4 years of experience in the finance industry.