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900 2Nd Avenue South Suite 1500, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2025-10-08 |
| NE | RA | APPROVED | 2025-02-18 |
Branch Locations
900 2Nd Avenue South Suite 1500, Minneapolis, MN 55402 • United States
Bennet, NE • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Bennet | NE | 11/2007 | 05/2021 |
| Willet Llc | Bennet | NE | 04/2015 | 06/2020 |
| Indian Hills Community Church | Lincoln | NE | 02/2016 | 11/2019 |
| Financial Planning Association-Nebraska | Omaha | NE | 11/2017 | 11/2019 |
| Fellowship Of Christian Athletes-Southeast Ne | Lincoln | NE | 04/2015 | 12/2018 |
| Indian Hills Community Church | Lincoln | NE | 11/2019 | Present |
| Willet, Llc Dba Beyond Tangible Wealth | Bennet | NE | 03/2021 | Present |
| Van Clemens Wealth Management | Minneapolis | MN | 02/2025 | Present |
Brian W. Willet is currently employed as CEO & Executive Coach at Advisor Game Plan, LLC. This activity accounts for approximately 15% of his time during trading hours. Brian W. Willet is currently employed as Co-Founder & CEO at Willet & Cumro Innovations, LLC. This activity accounts for approximately 33% of his time during trading hours. Brian W. Willet is currently volunteering on the board of directors at Nebraska Supreme, a nonprofit organization. This activity accounts for approximately 0% of his time during trading hours. Brian W. Willet is currently volunteering on the board of directors at ETG Midwest, a nonprofit organization. This activity accounts for approximately 0% of his time during trading hours. Brian W. Willet is currently employed as CEO & Financial Advisor at Willet, LLC (d/b/a Beyond Tangible Wealth)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-04-07 |
| S63 | Uniform Securities Agent State Law Examination | 2008-02-18 |
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