Aaron Lynn Suriff
Investment adviser representative at Van Clemens Wealth Management, LLC
22 yearsExperience
1 stateRegistered in
$470.4MFirm assets
2 yearsFirm in business
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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
22 years in the industry.
- Van Clemens Wealth Management, LLCApr 2026 to now
- Van Clemens & Co. Inc.Mar 2026 to now
- Van Clemens Insurance Associates, LLCMar 2026 to now
- PeMay 2024 to now
- Whimsy Franchising & DistibutingNov 2017 to May 2024
- Morgan StanleyApr 2015 to Nov 2017
- Various Insurance CarriersMay 2004 to Mar 2026
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law1997
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 2859859
- Firm CRD
- 297362