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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
TX RA APPROVED 2025-01-08
  • TX RA
    APPROVED
    Since 2025-01-08

Branch Locations

Dallas, TX • 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 No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Fetterman Investments Dallas TX 01/2005 Present
Institutional Securities Corp Dallas TX 06/2005 Present
Doucet Asset Management Birmingham AL 07/2016 Present
Van Clemens & Co. Inc Minneapolis MN 01/2025 Present
Van Clemens Wealth Management Minneapolis MN 01/2025 Present
Van Clemens Insurance Associates Minneapolis MN 01/2025 Present
  • 01/2005 → Present
    Fetterman Investments
    Dallas, TX
  • 06/2005 → Present
    Institutional Securities Corp
    Dallas, TX
  • 07/2016 → Present
    Doucet Asset Management
    Birmingham, AL
  • 01/2025 → Present
    Van Clemens & Co. Inc
    Minneapolis, MN
  • 01/2025 → Present
    Van Clemens Wealth Management
    Minneapolis, MN
  • 01/2025 → Present
    Van Clemens Insurance Associates
    Minneapolis, MN
Previous Registrations
  • 2013-04-08 → 2025-01-03
    Dallas, TX
    Dallas, TX
    Dallas, TX
  • 2007-01-03 → 2013-12-31
    Institutional Securities Corporation
    Dallas, TX
    Dallas, TX
    Dallas, TX
    Dallas, TX
  • 2005-12-02 → 2011-03-28
    Fetterman Investments, Inc.
    Dallas, TX
Other Businesses

1)Trustee for the Marie King Trust account held through RBC. Investment Related. Address is 12700 Hillcrest Rd, Ste 276, Dallas TX 75230. Disperses funds to the beneficiary and files tax returns and any other required financial forms. Start date was when Rick Fetterman retired and Melissa took over this function, which was 7/1/2023. Spends approximately 1 hour per month, during or after trading hours. 2) Future Focus Wealth; investment related; 13362 Peyton Dr. Dallas, TX 75240; entity for tax purposes for independent financial services practice, author and public speaking; Owner; 01/03/25; 10 hours per month, 1 hour during securities trading hours; responsible for the direction, marketing and management of the company.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-06-20
  • S66 Uniform Combined State Law Examination
    2005-06-20
Designations
Other Names
  • Melissa Anne Cox
  • Melissa Anne Chebaa
  • Melissa Anne Chebaa

View on SEC IAPD

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