Whitney Christeson
Whitney Christeson is a CFP-designated registered investment advisor at Van Clemens Wealth Management, LLC, based in Minneapolis, MN, with 14 years of industry experience. Whitney operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 2 more. Their firm serves 616 clients with $470M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Van Clemens Wealth Management charges up to 2% of the value of your investments annually for managing your portfolio. The exact fee is negotiable. Fees are charged monthly based on the average daily balance. Some third-party managers may charge additional fees. Clients engaging with Orion and Vise may be subject to additional fees beyond Van Clemens' fee. Vise long-short model fee together with our advisory fee can surpass 2% but will not exceed 3%.
Location
Minneapolis, MN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Whitney's employee provides bookkeeping services under her advisory umbrella. Whitney also owns rental property and a public speaking/online course business, spending a few hours per week on each.
Employment History
Current Registrations
Van Clemens Wealth Management, LLC
Previous Registrations
Usadvisors Wealth Management, LLC
Securities America, INC.Broker
Eagle Strategies LLC
Nylife Securities LLCBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations1 state
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.