Advisor at Van Clemens Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Van Clemens Wealth Management, LLC
Location
Hopkinsville, KY
Credentials
Series 66
Industry experience
1 year
Based on Van Clemens Wealth Management, LLC
Based on Van Clemens Wealth Management, LLC
Based on Van Clemens Wealth Management, LLC
Fixed fees for financial planning services ($0 to $20,000); flat or fixed fees for retirement plan consulting up to $10,000
$0+: Up to 2% annually, negotiable; flat or tiered fees possible $0+: RBC wrap fees from 0.10% to 0.45% depending on account size $0+: Orion TPM fee: 0.15% wrap fee plus model strategist fees $0+: Vise TPM fee embedded in advisory fee; Vise long-short model with total fees up to 3%
Commissions earned from sale of securities and insurance products through affiliated broker-dealer and insurance agency
Ongoing monthly planning services fees between $100 and $1,000 billed in advance
Minimum fee: Retirement Plan Consulting Services minimum annual fee up to $2,500 Fee-only: Fixed financial planning fees ranging from $0 to $20,000; ongoing monthly planning fees from $100 to $1,000 per month
Hopkinsville, KY
Kentucky
Van Clemens & Co. Inc.
2026 - Present (1 year)
Van Clemens Insurance Associates, LLC
2026 - Present (1 year)
Van Clemens Wealth Management, LLC
2026 - Present (1 year)
U.S. Bancorp Investments, Inc.
2024 - 2026 (2 years)
The Prudential Insurance Company of America
2024 - 2024 (1 year)
Pruco Securities, LLC
2024 - 2024 (1 year)
Newfi Wholesale
2022 - 2023 (1 year)
NextLevel Wealth Planning
2022 - 2024 (2 years)
Modern Woodmen of America
2019 - 2022 (3 years)
Fortera Credit Union
2016 - 2019 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63, Series 65
Hopkinsville, KY
Robert Baird & Co.
Series 66
Hopkinsville, KY
Robert Baird & Co.
Series 66
Hopkinsville, KY
Raymond James Financial
Series 66
Hopkinsville, KY
Robert Baird & Co.
Series 63
Hopkinsville, KY
Robert Baird & Co.
Series 63, Series 65
Hopkinsville, KY
Robert Baird & Co.
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