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CC

Charles D. Collins

VAN CLEMENS & CO.
Minneapolis, MN 55402
Some features on this profile are disabled
CRD#: 1251004
CC

Professional summary


Charles Duane Collins, who also goes by Chuck Collins, is a registered financial professional currently at VAN CLEMENS & CO. INCORPORATED located in Minneapolis, Minnesota.

Charles is registered as a RR (Registered Representative) and started their career in finance in 1984. Charles has worked at 8 firms and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Chuck Collins

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Charles Duane Collins's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

September 1, 2016 - Present

VAN CLEMENS & CO. INCORPORATED

Office #1: 900 Second Ave S Suite 1500, Minneapolis, MN 55402
BD
CRD#: 6914
Minneapolis, MN
Past

January 3, 2006 - August 26, 2015

THE OAK RIDGE FINANCIAL SERVICES GROUP, INC.

BD
CRD#: 42941
GOLDEN VALLEY, MN
Past

September 27, 1996 - January 3, 2006

MILLER JOHNSON STEICHEN KINNARD, INC.

BD
CRD#: 694
BURNSVILLE, MN
Past

July 19, 1991 - September 27, 1996

MARCHE' SECURITIES, INC.

BD
CRD#: 14948
Past

September 13, 1989 - June 24, 1991

CRAIG-HALLUM, INC.

BD
CRD#: 1546
Past

August 1, 1989 - August 14, 1989

JOHN G. KINNARD AND COMPANY, INCORPORATED

BD
CRD#: 466
MINNEAPOLIS, MN
Past

March 26, 1985 - August 14, 1989

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

March 22, 1984 - March 28, 1985

HEINER & STOCK, INC.

BD
CRD#: 13974

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(9/1/2016)
RR
Minnesota
(9/6/2016)
RR
North Carolina
(3/13/2023)

Exams


State Security Law Exam
RR
Series 63
Date: 3/20/1984
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


VC
VAN CLEMENS & CO. INCORPORATED
VAN CLEMENS & CO. INCORPORATED

CRD#: 6914 / SEC#: , 8-18414

BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
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Contact information


Main Address
900 Second Ave S Suite 1500, Minneapolis, MN 55402
Mailing Address
900 Second Ave S Suite 1500, Minneapolis, MN 55402
Phone number
(612) 758-9140
Established
Minnesota since 05/15/1975
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (40 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
VAN CLEMENS FINANCIAL CORPORATIONSHAREHOLDER
GODFREY, JOSEPH CHARLESCCO3074998
TROUSDALE, LAURENFINOP5622407

Disclosures


Regulatory Event7
Arbitration1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


VAN CLEMENS & CO. INCORPORATED

CRD#: 6914Minneapolis, MN 55402

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