Thomas Henry Stapleton
Investment adviser representative at Van Clemens Wealth Management, LLC
11 yearsExperience
1 stateRegistered in
$470.4MFirm assets
2 yearsFirm in business
Are you Thomas Henry Stapleton? Claim your profile
Contact this firm
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
11 years in the industry.
- Van Clemens Wealth Management, LLCMay 2026 to now
- Van Clemens & Co. Inc.May 2026 to now
- Van Clemens Insurance AssociatesMay 2026 to now
- Collective Wealth PartnersApr 2025 to May 2026
- Applied Wealth ManagementJul 2024 to Apr 2025
- Principal Life Insurance CompanyAug 2022 to Jun 2024
- Principal Securities IncAug 2022 to Jun 2024
- Loandepot.comJan 2021 to Aug 2022
- Angel Oak Home Loans LLCApr 2020 to Dec 2020
- Transamerica Financial AdvisorMar 2020 to Jun 2022
- World Financial Group, IncJan 2020 to Jun 2022
- Guaranteed Rate AffinitySep 2018 to Mar 2020
- Apple IncApr 2015 to Sep 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
- Series 63 · Uniform Securities Agent State Law2021
State registrations
Registered as an investment adviser representative in 1 state (GA).
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
- 6502963
- Firm CRD
- 297362