Joshua Hugh Ross

Current Employers

Employment History

• 10/2022 → Present
  Financial Advisor Training Institute
  Online, MI
• 06/1999 → 10/2022
  Wbi Energy, Inc.
  Bismarck, ND
• 01/2023 → Present
  Van Clemens Wealth Management
  Minneapolis, MN
• 01/2023 → Present
  Van Clemens & Co. Incorporated
  Mineapolis, MN

Other Businesses

1) Name of the other business; Energized Retirement LLC Whether the business is investment-related; No. Address of the other business; 4007 State St. Suite 114, Bismarck, ND 58503 Nature of the other business; Entity used for tax and management of financial advising practice Title, or relationship with the other business; Legal entity under which I maintain dba Energized Retirement Planners Start date of your relationship; June 2, 2025 Approximate number of hours/month you devote to the other business; 1 Number of hours you devote to the other business during securities trading hours; 0 Briefly describe your duties relating to the other business; Managing entity 2) Financial Advisor Training Institute Position, title, or relationship: Board Member Start date: 11/25/25 Nature of other business: Non-profit Description of duties: Provide advice to institute, typically meet quarterly Address: 3707 W Maple Rd Suite 101, Bloomfield Hills, MI 48301 Investment-related: No Approximate number of hours/month devoted: 1 Number of hours devoted during securities trading hours: 1

Exams

• S66 Uniform Combined State Law Examination
  2023-01-09

Designations