Dilan David Simon

Employer firm

Van Clemens Wealth Management, LLC CRD 297362

$470M regulatory AUM 26 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2017 → 05/2021
  University Of Iowa
  Iowa City, IA
• 05/2019 → 08/2019
  American Trust Retirement
  Dubuque, IA
• 05/2020 → 08/2020
  Emc Insurance
  Des Moines, IA
• 01/2021 → 05/2021
  Cartegraph
  Dubuque, IA
• 05/2021 → 08/2023
  Cartegraph
  Dubuque, IA
• 08/2023 → 11/2024
  Cottingham & Butle
  Dubuque, IA
• 12/2024 → 04/2026
  Unemployed
  Dubuque, IA
• 04/2026 → 08/2026
  Contego Capital Group
  Minneapolis, MN
• 04/2016 → 08/2017
  Unemployed
  Dubuque, IA
• 08/2026 → Present
  Van Clemens Wealth Management
  Minneapolis, MN

Previous Registrations

• 2026-04-19 → 2026-08-28
  Contego Capital Group, Inc.
  Dubuque, IA
  Edina, MN

Other Businesses

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;

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-08-15