Joseph
Godfrey
Van Clemens Wealth Management, LLC
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About this Advisor
Joseph Godfrey is a financial advisor based in Minneapolis, Minnesota, working with Van Clemens Wealth Management, LLC. Joseph has previously held positions at Lpl Financial LLC, Van Clemens Wealth Management, Van Clemens Insurance Associates, LLC, Van Clemens & Co., Inc, Waddell And Reed, Inc, Various Insurance Carriers For W & R Insurance Agencies, and 99 Ways. Joseph has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California, Colorado, Indiana, Iowa, Minnesota, North Dakota, South Dakota, Washington, and Wisconsin. Currently, Joseph is part of Van Clemens Wealth Management, LLC, which operates out of Minneapolis, Minnesota. The firm has 1 office and 17 employees. The firm manages assets totaling $105.9 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Van Clemens Wealth Management, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Van Clemens Wealth Management, LLC Brokerage Details
$105,854,271
17
481
$220,071
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Joseph Godfrey Work History
Van Clemens Wealth Management
Van Clemens Insurance Associates, LLC
Van Clemens & Co., Inc
Lpl Financial LLC
99 Ways
Waddell And Reed, Inc
Various Insurance Carriers For W & R Insurance Agencies
Disclosures
Please visit the SEC profile of Joseph Godfrey to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Van Clemens Wealth Management, LLC
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
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