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Joshua R
CFP®, Series 66
Bismarck, ND
Van Clemens Wealth Management, LLC
Joshua Ross is a CFP® and holds a Series 66 license, serving as a financial advisor at Van Clemens Wealth Management, LLC with three years of industry experience. Prior to his current role, he spent over two decades at WBI Energy, Inc. He serves as a board member of the Financial Advisor Training Institute, a nonprofit organization. Van Clemens Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients, tailoring portfolios through discretionary and non-discretionary arrangements based on clients’ objectives and risk tolerance. The firm employs a range of methods including modern portfolio theory, fundamental and technical analysis, and works with over 500 third-party managers across various platforms.
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