Whitney L Christeson
Investment adviser representative at Van Clemens Wealth Management, LLC
12 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
12 years in the industry.
- Van Clemens Insurance Associates, LLCApr 2024 to now
- Van Clemens Wealth Management, LLCApr 2024 to now
- Securities America, Inc.Jan 2019 to Apr 2024
- Usadvisors Wealth ManagementJan 2019 to Apr 2024
- Eagle Strategies, LLCOct 2014 to Jan 2019
- New York Life Insurance CompanyJun 2014 to Jan 2019
- Nylife Securities LLCJun 2014 to Jan 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 5889436
- Firm CRD
- 297362