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900 2Nd Avenue South Suite 1500, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2025-02-18 |
Branch Locations
900 2Nd Avenue South Suite 1500, Minneapolis, MN 55402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America Inc | Omaha | NE | 02/2014 | 08/2017 |
| Waddell & Reed, Inc | Shawnee Mission | KS | 08/2017 | 04/2021 |
| Lpl Financial Llc | Overland Park | KS | 07/2021 | 12/2021 |
| Willet, Llc Dba Beyond Tangible Wealth | Bennet | NE | 12/2021 | Present |
| Van Clemens Wealth Management | Minneapolis | MN | 02/2025 | Present |
Advisor Game Plan, LLC; Non-Investment Related; Bennet/NE; Vice-President & Coach; 1/3/2022 start date. Kendall is responsible for leading the operations department and handling executive coaching for select business leader clients. This activity accounts for approximately 10% of his time during trading hours. Willet LLC d/b/a Beyond Tangible Wealth; Investment Related; Bellevue/NE; Vice-President & Financial Advisor; 1/3/2022 start date. Kendall is responsible for leading the operations of the business and working with clients of the firm. This activity accounts for approximately 75% of his time during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-10-17 |
| S63 | Uniform Securities Agent State Law Examination | 1996-10-04 |
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