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Aaron Jo Shanklin

Advisor at Van Clemens Wealth Management, LLC — Hopkinsville, KY

Updated today

Credentials

Series 66

Experience

2 years

Location

Hopkinsville, KY

Van Clemens Wealth Management, LLC logo

Van Clemens Wealth Management, LLC

Multi-team

Total advisors

41

Across 22 offices

Clients per advisor

15 Very Low

Avg AUM per client

$771,437 Typical

HNW client ratio

32% High

About

Aaron Shanklin is a financial advisor at Van Clemens Wealth Management, LLC with two years of industry experience. He holds the Series 66 designation and has worked at firms including U.S. Bancorp Investments, Inc. and The Prudential Insurance Company of America. Van Clemens Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients, serving both non-high-net-worth and high-net-worth individuals. The firm customizes portfolios based on clients’ objectives, risk tolerance, and time horizon, utilizing modern portfolio theory, fundamental and technical analysis, and employing numerous third-party managers alongside an in-house Growth Opportunities model focused on micro- and small-cap equities.

Client services

Based on Van Clemens Wealth Management, LLC

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Van Clemens Wealth Management, LLC

Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Cash flow / budgeting

Occupation focus

Based on Van Clemens Wealth Management, LLC

Founder/Business Owner

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Fee options

Fixed

Financial planning fixed fees range from $0 to $20,000; monthly planning fees from $100 to $1,000, fees negotiable; Retirement plan consulting flat fees up to $10,000.

Percentage

$0+: up to 2% annually (flat or tiered fees possible, negotiable) $0+: RBC wrap program fees range from 0.10% to 0.45%, total fees including TPM and advisory fees do not exceed 2% $0+: Orion fee includes 0.15% wrap fee and additional model strategist fees $0+: Vise long-short model fee together with advisory fee can exceed 2% but not exceed 3%

Commissions

Commissions from sale of securities via affiliated broker-dealer; commissions from insurance products sales via affiliated insurance agency

Project-based

Hourly charges mentioned in SEC Form ADV Part 1 but no specific hourly rates stated in brochure

Subscriptions

Ongoing monthly planning service fees ranging from $100 to $1,000 billed and payable in advance

Other

Minimum fee: Retirement Plan Consulting Services minimum annual fee up to $2,500

Location

See office

Hopkinsville, KY

Hopkinsville KY

Advisors at this office

1

Most active in

Kentucky

Work history

2 years of industry experience

Van Clemens & Co. Inc.

2026 - Present • 1 year

Minneapolis, MN

Van Clemens Insurance Associates, LLC

2026 - Present • 1 year

Minneapolis, MN

Van Clemens Wealth Management, LLC

2026 - Present • 1 year

Minneapolis, MN

U.S. Bancorp Investments, Inc.

2024 - 2026 • 2 years

Paducah, KY

The Prudential Insurance Company of America

2024 - 2024 • 1 year

Louisville, KY

Pruco Securities, LLC

2024 - 2024 • 1 year

Louisville, KY

Newfi Wholesale

2022 - 2023 • 1 year

Hopkinsville, KY

NextLevel Wealth Planning

2022 - 2024 • 2 years

Hopkinsville, KY

Modern Woodmen of America

2019 - 2022 • 3 years

Hopkinsville, KY

Fortera Credit Union

2016 - 2019 • 3 years

Hopkinsville, KY

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Bethany R

Series 63, Series 65

Hopkinsville, KY

Robert Baird & Co.

Bethany Rogers is a financial advisor with Robert Baird & Co. in Hopkinsville, KY. She holds Series 63 and Series 65 licenses and has over 7 years of experience at Robert Baird, following 15 years at Hilliard Lyons. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individual and institutional clients. The firm offers a range of financial planning and portfolio management services, employing a mix of manager-traded and model-traded strategies with ongoing manager selection and internal research support.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
user avatar

Larry L

CFP®, Series 63, Series 65

Hopkinsville, KY

Robert Baird & Co.

Larry Landrum is a CFP® professional with 40 years of experience in the financial industry. He has worked at Robert Baird & Co. since 2019 and previously spent 33 years with J.J.B. Hilliard, W.L. Lyons, Inc. Outside of his advisory role, Landrum serves as treasurer for The Horseshoe, Inc., a family-owned restaurant, and for St John United Methodist Church in Hopkinsville, KY. Larry Landrum is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pension plans, and charitable organizations. The firm employs a combination of discretionary and non-discretionary portfolio management strategies, manager selection, and tax-management tools, and reported approximately $394 billion in regulatory assets under management as of December 31, 2025.

Wealth management Tax-loss harvesting Retired Founder/Business Owner

Holly B

Series 66

Hopkinsville, KY

Edward Jones

Holly Bivins is a financial advisor with Edward Jones in Hopkinsville, KY, holding a Series 66 designation and 15 years of industry experience. She has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of advisors and branch offices, offering various advisory strategies and affiliated investment products.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar

Cary C

Series 66

Hopkinsville, KY

Robert Baird & Co.

Cary Cowan is a financial advisor with Robert Baird & Co. in Hopkinsville, KY, holding a Series 66 designation and 26 years of industry experience. He worked at J.J.B. Hilliard, W.L. Lyons, Inc. for 19 years before joining Robert Baird in 2019. Cary is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of services including financial planning, discretionary and non-discretionary portfolio management, separately managed account programs, and custody and brokerage services, supported by ongoing manager selection, internal research, and a blend of manager-traded and model-traded strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
user avatar

Jacob W

Series 66

Hopkinsville, KY

Edward Jones

Jacob Williams is a financial advisor at Edward Jones in Hopkinsville, KY, holding a Series 66 designation with 10 years of industry experience, all with Edward Jones since 2016. Outside of his advisory role, he serves as treasurer for the Rotary Club of Hopkinsville, where he helps prepare and present financial statements. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and affiliated investment products. The firm is known for its extensive retail advisor and branch network as well as its integrated capabilities beyond advisory services.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar

Jeannette W

Series 63, Series 65

Hopkinsville, KY

LPL Financial

Jeannette Williams is a financial advisor with LPL Financial based in Hopkinsville, KY, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has worked at LPL Financial and United Southern Bank since 2015 and was previously with Invest Financial Corporation from 2007 to 2015. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and extensive operational resources.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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