Whitney L Christeson

Current Employers

Employment History

• 06/2014 → 01/2019
  Nylife Securities Llc
  Edina, MN
• 06/2014 → 01/2019
  New York Life Insurance Company
  Edina, MN
• 10/2014 → 01/2019
  Eagle Strategies, Llc
  Edina, MN
• 01/2019 → 04/2024
  Securities America, Inc.
  Eden Prairie, MN
• 01/2019 → 04/2024
  Usadvisors Wealth Management
  Eden Prairie, MN
• 04/2024 → Present
  Van Clemens Wealth Management, Llc
  Minneapolis, MN
• 04/2024 → Present
  Van Clemens Insurance Associates, Llc
  Minneapolis, MN

Previous Registrations

• 2019-01-31 → 2025-01-31
  Usadvisors Wealth Management, Llc
  Eden Prairie, MN
• 2014-10-14 → 2019-02-01
  Eagle Strategies Llc
  Edina, MN
• 2013-04-17 → 2014-05-30
  Ameriprise Financial Services, Llc
  Minneapolis, MN

Other Businesses

**WHITNEY WEALTH GROUP POSITION: One of my employees' services under advisory umbrella NATURE: Bookkeeping Services INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2021 ADDRESS: 1615 45th Ave N, Minneapolis, MN 55412 DESCRIPTION: Quickbooks Setup business Registrations A/R invoicing & statements Monthly account reconciliation Month end reports Job costing and class coding Business Registrations Collaboration with Financial Planner & CPA **MARANATHA RENTALS POSITION: Owner NATURE: Rental property + ministry home INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 04/01/2021 ADDRESS: 1615 45th Ave N, Minneapolis MN 55412 DESCRIPTION: I own and oversee the property. I collaborate with a ministry that provides leadership over home. I collect rent, run background checks, etc -- I operate as a landlord. **STRATEGIC VISIONARIES, LLC POSITION: Owner NATURE: Public speaking + online courses INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 5 START DATE: 11/2023 ADDRESS: 1615 45th Ave N, Minneapolis, MN 55412 DESCRIPTION: I provide paid public speaking to employers and groups. I also charge for an online course.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-09-30
• S63 Uniform Securities Agent State Law Examination
  2011-03-23

Designations

Other Names

• Whitney L Royce
• Whitney Royce
• Whitney L Emanuel
• Whitney Emanuel