Wei Qiao
Investment adviser representative at Van Clemens Wealth Management, LLC
14 yearsExperience
1 stateRegistered in
CFADesignation
$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
14 years in the industry.
- Van Clemens Wealth Management, LLCSep 2024 to now
- Van Clemens & Co. Inc.Sep 2024 to now
- Van Clemens Insurance AssociatesSep 2024 to now
- Bank of America, N.A.Jul 2019 to Sep 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2019 to Sep 2024
- UnemployedJun 2018 to May 2019
- Thrivent FinancialNov 2012 to Jun 2018
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2019
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
- 7123045
- Firm CRD
- 297362