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Bryan James Havighurst

Investment adviser representative at Van Clemens Wealth Management, LLC
21 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$470.4MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

21 years in the industry.

  1. Van Clemens Wealth Management, LLCJul 2026 to now
  2. US BankMay 2019 to May 2026
  3. Fifth Third SecuritiesJan 2010 to May 2019
  4. Fifth Third BankSep 2005 to May 2019

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law1998
  • Series 66 · Uniform Combined State Law2005

State registrations

Registered as an investment adviser representative in 1 state (OH).

Van Clemens Wealth Management, LLC

$470.4MAssets managed
616Clients
40Advisers
2 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2681618
Firm CRD
297362
Advisor's SEC record (opens in a new tab)
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