James Paul Clemensen
Investment adviser representative at Bfi Wealth Solutions, LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$145MFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
13 years in the industry.
- Bfi Wealth Solutions, LLCMar 2021 to now
- Borden Hamman AgencyNov 2019 to now
- Avantax Insurance Agency, LLCJan 2019 to Mar 2022
- Avantax Advisory ServicesJul 2018 to Sep 2023
- Avantax Investment Services, Inc.Jul 2018 to Sep 2023
- Cliftonlarsonallen Wealth Advisors, LLCJul 2013 to Jul 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2006
- Series 63 · Uniform Securities Agent State Law2018
State registrations
Registered as an investment adviser representative in 1 state (TX).
Bfi Wealth Solutions, LLC
$145MAssets managed
230Clients
1Advisers
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
- 5199235
- Firm CRD
- 319185