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Current Employers
Van Clemens Wealth Management, Llc

900 2Nd Avenue South Suite 1500, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2026-02-06
  • MI RA
    APPROVED
    Since 2026-02-06

Branch Locations

Bloomfield Hills, MI • United States

900 2Nd Avenue South Suite 1500, Minneapolis, MN 55402 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Waddell & Reed, Inc. Birmingham MI 10/2012 04/2021
Various Insurance Carriers For W&R Insurance Agencies Bloomfield Hills MI 10/2012 04/2021
Pine Lake Country Club West Bloomfield MI 03/2016 05/2018
St. Regis Catholic Church Bloomfield Hills MI 08/2018 12/2025
Financial Advisor Training Institute Bloomfield Hills MI 05/2021 Present
Van Clemens & Co. Inc. Minneapolis MN 01/2026 Present
Van Clemens Wealth Management, Llc Minneapolis MN 01/2026 Present
Van Clemens Insurance Associates, Llc Minneapolis MN 01/2026 Present
  • 10/2012 → 04/2021
    Waddell & Reed, Inc.
    Birmingham, MI
  • 10/2012 → 04/2021
    Various Insurance Carriers For W&R Insurance Agencies
    Bloomfield Hills, MI
  • 03/2016 → 05/2018
    Pine Lake Country Club
    West Bloomfield, MI
  • 08/2018 → 12/2025
    St. Regis Catholic Church
    Bloomfield Hills, MI
  • 05/2021 → Present
    Financial Advisor Training Institute
    Bloomfield Hills, MI
  • 01/2026 → Present
    Van Clemens & Co. Inc.
    Minneapolis, MN
  • 01/2026 → Present
    Minneapolis, MN
  • 01/2026 → Present
    Van Clemens Insurance Associates, Llc
    Minneapolis, MN
Previous Registrations
  • 2012-10-10 → 2021-04-30
    Waddell & Reed
    Hamden, CT
    Grand Rapids, MI
    Waukesha, WI
Other Businesses

Name: Financial Advisor Training Institute Investment Related: No Address: Bloomfield Hills, MI Nature: 501(C)3 dedicated to training new financial advisors through a certification program Position: CEO Start Date: 05/01/2021 Number of hours/month: 120 Hours during trading: 90 Duties: Lead and manage company

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2026-04-21
  • S63 Uniform Securities Agent State Law Examination
    2026-04-21
Designations
Other Names
  • Terry Jr Lindner

View on SEC IAPD

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