Jeffrey Mahoney is a CFP-designated registered investment advisor, based in Lakeville, MN, with 19 years of industry experience. Jeffrey is also registered as a broker, so some compensation may come from commissions on products sold.
Location
Lakeville, MN
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Regulatory History (2)
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Customer Dispute
December 2025Pending
Criminal
February 2002Final Disposition
Other Business Activities
Jeffrey is a high school wrestling official, a president of inForm Financial Planning, LLC, and a financial coach for Wings for Widows. He spends minimal time as a sports official, about 10-20% of his time managing inForm Financial Planning, and a minimal amount of time annually as a financial coach.
Employment History
Current Registrations
Van Clemens Wealth Management, LLC
September 2023 - Present · 3 yrs 1 mo
Van Clemens & CO. IncorporatedBroker
September 2023 - Present · 3 yrs 1 mo
Van Clemens & CO. Incorporated
September 2023 - Present · 3 yrs 1 mo
Previous Registrations
Fbl Marketing Services, LLCBroker
February 2019 - September 2023 · 4 yrs 7 mos
Fbl Wealth Management, LLC
February 2019 - September 2023 · 4 yrs 7 mos
Herbert J. Sims Capital Management, INC.
December 2015 - February 2019 · 3 yrs 2 mos
Herbert J. Sims & CO, INC.Broker
October 2010 - February 2019 · 8 yrs 4 mos
B. C. Ziegler and CompanyBroker
July 2007 - October 2010 · 3 yrs 3 mos
State Registrations6 states
AZFLIAMNNDSD
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.
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