Dilan David Simon
Investment adviser representative at Van Clemens Wealth Management, LLC
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- Van Clemens Wealth Management, LLCAug 2026 to now
- Contego Capital GroupApr 2026 to Aug 2026
- UnemployedDec 2024 to Apr 2026
- Cottingham & ButleAug 2023 to Nov 2024
- CartegraphJan 2021 to Aug 2023
- Emc InsuranceMay 2020 to Aug 2020
- American Trust RetirementMay 2019 to Aug 2019
- University of IowaAug 2017 to May 2021
- UnemployedApr 2016 to Aug 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (IA).
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
- 7128230
- Firm CRD
- 297362