Van Clemens & Co Incorporated

Broker-DealerFINRA MemberEst. 1975
Total AUM
—
Advisory reps
50
Avg account
$0

Firm details

Headquarters
Minneapolis, Minnesota
CRD number
6914
Registered since
July 31, 1975

Firm profile

FINTRX

Overview

Van Clemens & Co Incorporated is recorded as a corporation that has been SEC-registered since 1975. Ownership is listed as a combination of a domestic entity and an individual, and the firm's classification in the dataset is "Unclassified," which limits what can be inferred about its market positioning or typical client profile. Several key fields are not populated in the source material, including stated business activities, advisory services, client segments, and fee models. The firm's recorded flags indicate it is not designated as a capital allocator and is not an active ESG investor. The record also marks it as not a multi-state adviser and not a pension consultant or related adviser. Those operational flags, combined with the lack of descriptive activity fields, suggest the available dataset is sparse and does not provide a clear picture of how the firm differentiates itself or how it sources and manages client mandates.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Brian Willet

    Brian Willet

    Founder & CEOCRD 5465552

  • Ning Deng

    Ning Deng

    President, CEOCRD 8017253

Contacts

3 of 48
  • Jeffrey Mahoney

    Jeffrey Mahoney

    Registered RepresentativeCRD 5333809

  • Wei Qiao

    Wei Qiao

    Financial AdvisorCRD 7123045

  • Robyn Honeycutt

    Insurance AgentCRD 6171846

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Minneapolis, MN

Hennepin

Location

Minneapolis, MN

Headquartered in Minneapolis, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.

Metro area
Minneapolis-St. Paul, MN-WI
Region
Midwest
County
Hennepin
Address
900 2nd Ave S
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth