Joseph Charles Godfrey
Investment adviser representative at Van Clemens Wealth Management, LLC
17 yearsExperience
2 statesRegistered 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
17 years in the industry.
- Van Clemens Insurance Associates, LLCJun 2022 to now
- Van Clemens Wealth Management, LLCFeb 2022 to now
- Van Clemens & Co., Inc.Feb 2022 to now
- LPL Financial LLCJul 2021 to Feb 2022
- 99 WaysSep 2012 to Oct 2017
- Various Insurance Carriers for W & R Insurance AgenciesJun 2009 to Jul 2021
- Waddell and Reed, Inc.Jun 2009 to Jul 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 2 states (MN, ND).
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
- 3074998
- Firm CRD
- 297362