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Minneapolis, MN 2nd Avenue South Office

Team
Updated today

Client AUM

$462,090,876

Clients

599

Advisors

20

Of 39 advisors across 19 offices

Location

900 2nd Avenue South, Suite 1500

Minneapolis MN 55402

Advisors at this office

20

Advisors at this office

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Thomas P

Series 63, Series 65

Minneapolis, MN

Van Clemens Wealth Management, LLC

Thomas Paske is a financial advisor at Van Clemens Wealth Management, LLC in Minneapolis, MN, holding Series 63 and Series 65 credentials with 10 years of industry experience. Prior to joining Van Clemens Wealth Management in 2025, he worked at Cherry Tree Wealth Management, LLC for seven years and operated Numbers by Tom Paske & Diane Kramer, Inc. for over three decades. Van Clemens Wealth Management serves individuals, trusts, estates, and institutional clients by providing discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and estate-planning support. The firm incorporates a range of advisory products and combines modern portfolio theory with fundamental and technical analysis to tailor investment strategies.

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

CFP®, ChFC®, Series 63

Minneapolis, MN

Van Clemens Wealth Management, LLC

Andrew Knutson is a CFP® and ChFC® with 10 years of industry experience. He is currently with Van Clemens Wealth Management, LLC, where he has worked since 2022. His prior experience includes roles at Ian Donaldson, Keith Moeller, and Ameriprise Financial. Van Clemens Wealth Management, LLC provides portfolio management, financial planning, retirement plan consulting, and estate-planning support to individuals, trusts, estates, and institutional clients. The firm serves both non-high-net-worth and high-net-worth clients, employing a customized investment approach that combines modern portfolio theory with fundamental and technical analysis.

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

Series 63, Series 65

Minneapolis, MN

Van Clemens Wealth Management, LLC

Joseph Godfrey is a financial advisor at Van Clemens Wealth Management, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with firms including LPL Financial, Waddell and Reed, and various insurance carriers. He serves as board chair and treasurer of Good Soil Ministries, a non-profit organization, and is a board member of the Financial Advisor Training Institute. Van Clemens Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients. The firm customizes portfolios using discretionary and non-discretionary management, incorporating modern portfolio theory, fundamental and technical analysis, and employs third-party managers alongside an in-house Growth Opportunities model focused on micro- and small-cap equities.

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

Series 66

Minneapolis, MN

Van Clemens Wealth Management, LLC

Benjamin Cline is a financial advisor at Van Clemens Wealth Management, LLC in Minneapolis, MN, holding a Series 66 designation and with two years of industry experience. Prior to joining Van Clemens, he worked at UnitedHealthcare and Optum. Outside of finance, he owns and operates Benjamin Cline Music, providing musical entertainment for weddings and events. Van Clemens Wealth Management serves individuals, trusts, estates, and institutional clients with a range of investment advisory and financial planning services. The firm customizes portfolios based on client objectives and risk tolerance, utilizes third-party managers, and offers an in-house Growth Opportunities model focused on micro- and small-cap equities.

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

Series 66

Minneapolis, MN

Van Clemens Wealth Management, LLC

Alan Markham is a financial advisor at Van Clemens Wealth Management, LLC with six years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise and Edward Jones, alongside a two-decade career running Alan Markham Design. Van Clemens Wealth Management serves individuals, trusts, estates, and institutional clients by offering portfolio management, financial planning, retirement plan consulting, and estate-planning support. The firm customizes strategies based on client objectives and uses a blend of modern portfolio theory with fundamental and technical analysis.

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

CFP®, Series 66

Minneapolis, MN

Van Clemens Wealth Management, LLC

Joshua Ross is a CFP® with three years of experience, currently serving as a financial advisor at Van Clemens Wealth Management, LLC. He has previously worked for WBI Energy, Inc. for over two decades and holds a board position at the Financial Advisor Training Institute, a nonprofit organization. Van Clemens Wealth Management serves individuals, trusts, estates, and institutional clients by providing portfolio management, financial planning, retirement plan consulting, and estate-planning support. The firm customizes advice based on client objectives and uses a mix of modern portfolio theory with fundamental and technical analysis, offering access to a broad range of third-party managers and affiliated business lines.

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

Series 63, Series 66

Minneapolis, MN

Van Clemens Wealth Management, LLC

Timothy Clarkson is a financial advisor with Van Clemens Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing 45 years of industry experience. He has worked with Van Clemens and Co. Incorporated since 2002 and currently serves on the board of directors for Recombinetics, a non-public gene editing company. Van Clemens Wealth Management, LLC provides discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting to individuals, trusts, estates, and institutional clients. The firm integrates modern portfolio theory with fundamental and technical analysis, offering customized investment strategies through in-house and third-party management.

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

CFP®, Series 63, Series 65

Minneapolis, MN

Van Clemens Wealth Management, LLC

Whitney Christeson is a CFP® with 15 years of industry experience, currently serving at Van Clemens Wealth Management, LLC. Her prior experience includes roles at USAdvisors Wealth Management, Securities America, Eagle Strategies, and New York Life. Outside of financial advising, she owns a public speaking and online course business called Strategic Visionaries, LLC. Van Clemens Wealth Management, LLC serves individuals, trusts, estates, and institutional clients by offering portfolio management, financial planning, retirement plan consulting, and estate-planning support. The firm customizes advice based on client objectives and employs both in-house and third-party managers, with an investment approach that combines modern portfolio theory and fundamental and technical analysis.

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

Series 66, Series 63

Minneapolis, MN

Van Clemens Wealth Management, LLC

Michael Ross is a financial advisor with Van Clemens Wealth Management, LLC in Minneapolis, MN, holding Series 66 and Series 63 registrations and bringing 41 years of industry experience. He has been with Van Clemens & Co., Inc. since 2002 and transitioned to Van Clemens Wealth Management in 2026. Van Clemens Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients across a range of wealth levels. The firm customizes portfolios based on clients’ objectives and risk tolerance, utilizing modern portfolio theory, third-party managers, and an in-house Growth Opportunities model focused on micro- and small-cap equities.

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

CFA®, Series 66

Minneapolis, MN

Van Clemens Wealth Management, LLC

Wei Qiao is a CFA® charterholder with seven years of industry experience, currently serving as a financial advisor at Van Clemens Wealth Management, LLC. Prior to joining Van Clemens in 2024, he held roles at Bank of America and Merrill from 2019 to 2024, and at Thrivent Financial from 2012 to 2018. Van Clemens Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients across a range of net worth levels. The firm customizes portfolios through both discretionary and non-discretionary arrangements, employing methods such as modern portfolio theory and fundamental and technical analysis, and utilizes third-party managers alongside an in-house Growth Opportunities model focused on micro- and small-cap equities.

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

Series 63, Series 65

Minneapolis, MN

Van Clemens Wealth Management, LLC

Robert Long Jr. is a financial advisor with Van Clemens Wealth Management, LLC in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His career includes roles at The Oak Ridge Financial Services Group, Inc. and Feltl and Company before joining Van Clemens in 2023. Outside of advisory work, he owns and manages a separate rental property business. Van Clemens Wealth Management serves individuals, trusts, estates, and institutional clients with services including portfolio management, financial planning, retirement plan consulting, and estate-planning support. The firm utilizes a combination of modern portfolio theory, fundamental and technical analysis, and offers a Growth Opportunities Model focused on micro- and small-cap equities.

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

Series 65

Minneapolis, MN

Van Clemens Wealth Management, LLC

Austin Kurylo is a financial advisor at Van Clemens Wealth Management, LLC in Minneapolis, MN, holding a Series 65 credential with one year of industry experience. His prior roles include positions at Baker Tilly Advisory Group and RSM LLP. 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 through discretionary and non-discretionary arrangements using various analytical methods and employs numerous third-party managers along with an in-house Growth Opportunities model focused on micro- and small-cap equities.

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

Series 65, Series 63

Minneapolis, MN

Van Clemens Wealth Management, LLC

Stephen Pascoe is a financial advisor with Van Clemens Wealth Management, LLC in Minneapolis, MN. He holds Series 63 and Series 65 credentials and has 11 years of industry experience. Prior to joining Van Clemens Wealth Management, he worked at Country Capital Management Co and related insurance affiliates for eight years. Pascoe is also CEO of Inspire Companies LLC, which includes independent insurance and wealth management operations under the Inspire Financial Services brand. Van Clemens Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients. The firm offers customized portfolios through discretionary and non-discretionary arrangements, employing methods such as modern portfolio theory and fundamental and technical analysis, and utilizes a broad range of third-party managers as well as an in-house Growth Opportunities model focusing on micro- and small-cap equities.

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

Series 65

Minneapolis, MN

Van Clemens Wealth Management, LLC

Robert Boll is a financial advisor with Van Clemens Wealth Management, LLC in Minneapolis, MN. He holds a Series 65 designation and has one year of industry experience. Prior to joining Van Clemens, he worked at Benchmark Electronics and LaCrosse Financial Planning, among other employers. Van Clemens Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients. The firm customizes portfolios using both discretionary and non-discretionary arrangements and employs a range of methods including modern portfolio theory and fundamental and technical analysis.

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

CFP®, Series 66

Minneapolis, MN

Van Clemens Wealth Management, LLC

Jeffrey Mahoney is a financial advisor at Van Clemens Wealth Management, LLC in Minneapolis, MN, holding CFP® and Series 66 credentials with 18 years of industry experience. He previously worked at Herbert J Sims & Co, Inc, FBL Marketing Services, and Farm Bureau. Outside of his advisory role, Mahoney serves as a compensated wrestling official and provides financial coaching to underserved widows through Wings for Widows. Van Clemens Wealth Management, LLC serves individuals, trusts, estates, and institutional clients by providing portfolio management, comprehensive financial planning, retirement plan consulting, and estate-planning support. The firm customizes investment strategies based on client objectives and risk tolerance, utilizing both in-house and third-party managers, with an investment approach combining modern portfolio theory, fundamental analysis, and technical analysis.

Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
View complete list of advisors at this office
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