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900 2Nd Avenue South Suite 1500, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2026-08-26 |
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 |
|---|---|---|---|---|
| University Of Iowa | Iowa City | IA | 08/2017 | 05/2021 |
| American Trust Retirement | Dubuque | IA | 05/2019 | 08/2019 |
| Emc Insurance | Des Moines | IA | 05/2020 | 08/2020 |
| Cartegraph | Dubuque | IA | 01/2021 | 05/2021 |
| Cartegraph | Dubuque | IA | 05/2021 | 08/2023 |
| Cottingham & Butle | Dubuque | IA | 08/2023 | 11/2024 |
| Unemployed | Dubuque | IA | 12/2024 | 04/2026 |
| Contego Capital Group | Minneapolis | MN | 04/2026 | 08/2026 |
| Unemployed | Dubuque | IA | 04/2016 | 08/2017 |
| Van Clemens Wealth Management | Minneapolis | MN | 08/2026 | Present |
the name of the other business; Quantum Retirement Advisors whether the business is investment-related; Yes the address of the other business; 350 @. 6th St. #101, Dubuque, IA 52004 the nature of the other business; entity for marketing retirement plan services your position; Vice President, Portfolio Analyst title, or relationship with the other business; Employee the start date of your relationship; 05/2025 the approximate number of hours/month you devote to the other business; 160 the number of hours you devote to the other business during securities trading hours; all and briefly describe your duties relating to the other business;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-15 |
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