Brian Wayne Willet
Investment adviser representative at Van Clemens Wealth Management, LLC
19 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
19 years in the industry.
- Van Clemens Wealth Management, LLCFeb 2025 to now
- Willet, LLC dba Beyond Tangible WealthMar 2021 to now
- Indian Hills Community ChurchFeb 2016 to now
- Financial Planning Association-nebraskaNov 2017 to Nov 2019
- Willet LLCApr 2015 to Jun 2020
- Fellowship of Christian Athletes-southeast NeApr 2015 to Dec 2018
- Waddell & Reed, Inc.Nov 2007 to May 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 2 states (NE, OK).
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
- 5465552
- Firm CRD
- 297362