Kurt David Wedewer

Current Employers

Employment History

• 05/1997 → 05/2019
  American Trust
  Dubuque, IA
• 05/2019 → 06/2021
  Mid Atlantic Financial Management
  Pittsburgh, PA
• 06/2021 → 12/2022
  Accel Wealth Management Llc
  Waverly, IA
• 02/2023 → 01/2024
  Mount Yale Investment Advisors, Llc
  Dubuque, IA
• 02/2024 → 08/2026
  Contego Capital Group, Inc.
  Minneapolis, MN
• 08/2026 → Present
  Van Clemens Wealth Management
  Minneapolis, MN

Previous Registrations

• 2024-02-26 → 2026-08-28
  Contego Capital Group, Inc.
  Edina, MN
• 2023-02-17 → 2024-01-23
  Elevation Point Wealth Partners, Llc
  Dubuque, IA
  Denver, CO
• 2021-06-07 → 2022-12-05
  Accel Wealth Management
  Waverly, IA
• 2020-11-11 → 2021-06-07
  Mid Atlantic Financial Management, Inc.
  Dubuque, IA
  Pittsburgh, PA
• 2021-06-04 → 2021-06-04
  Accel Wealth Management
  Waverly, IA

Other Businesses

1) Quantum Retirement Advisors Investment-related; Yes Address; 350 @. 6th St. #101, Dubuque, IA 52004 Nature of the other business; entity for marketing retirement plan services Position; owner Title; President/CEO Start date; 01/2026 Approximate number of hours/month; 160 Number of hours you during securities trading hours; all Duties; General administration, marketing, advertising, and management of the entity. 2) Quantum Tech, LLC Investment-related; Yes Address; 350 @. 6th St. #101, Dubuque, IA 52004 Nature of the other business; Financial technology/software development for financial services industry Position; owner Title; President/CEO Start date; 01/2026 Approximate number of hours/month; 160 Number of hours during securities trading hours; all Duties; Software development, product management, business administration, and oversight of the company. 3) Quantum Fiduciary Solutions Investment-related; Yes Address; 350 @. 6th St. #101, Dubuque, IA 52004 Nature of the other business; Registered investment adviser providing fiduciary investment management services to retirement plans, including ERISA Section 3(38) investment management services Position; Owner Title; President/CEO Start date; 08/2026 Approximate number of hours/month; 160 Number of hours during securities trading hours; all Duties; Provides fiduciary investment management services to retirement plans, including selecting, monitoring, and replacing plan investment options as an ERISA Section 3(38) investment manager. Responsible for client service, investment oversight, business administration, and management of the entity. The entity operates as an affiliated registered investment adviser of Van Clemens

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-09-04
• S63 Uniform Securities Agent State Law Examination
  1990-08-06