Alan Markham
Investment adviser representative at Van Clemens Wealth Management, LLC
26 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
26 years in the industry.
- Van Clemens Wealth Management, LLCFeb 2024 to now
- Van Clemens & Co., IncFeb 2024 to now
- Van Clemens Insurance Associates, LLCFeb 2024 to now
- Ameriprise Financial Services, LLCMay 2023 to Feb 2024
- Edward JonesFeb 2020 to May 2023
- Thomson ReutersJul 2005 to Oct 2018
- Alan Markham DesignOct 2000 to Jan 2020
Exams passed
- Series 66 · Uniform Combined State Law2020
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
- 7223772
- Firm CRD
- 297362