Melissa Anne Cox
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.
- Van Clemens Wealth Management, LLCJan 2025 to now
- Van Clemens & Co. IncJan 2025 to now
- Van Clemens Insurance AssociatesJan 2025 to now
- Doucet Asset ManagementJul 2016 to now
- Institutional Securities CorpJun 2005 to now
- Fetterman InvestmentsJan 2005 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2005
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
- 4902428
- Firm CRD
- 297362