RL
Robert E. Long
VAN CLEMENS WEALTH MANAGEMENT
Minneapolis, MN 55402
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CRD#: 1522998
RL
Professional summary
Robert Eugene Long JR, who also goes by Bob Long Jr, is a registered financial advisor currently at VAN CLEMENS WEALTH MANAGEMENT, LLC located in Minneapolis, Minnesota and VAN CLEMENS & CO. INCORPORATED located in Minneapolis, Minnesota.
Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1989. Robert has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 31 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Bob Long Jr
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 name of the other business; Robert Long Jr & Assoc whether the business is investment-related ; No the address of the other business; 1511 W 28th St Minneapolis, MN 55408 the nature of the other business; Rental Property your position; Owner title, or relationship with the other business; Owner the start date of your relationship; 1990 the approximate number of hours/month you devote to the other business; 2-3 the number of hours you devote to the other business during securities trading hours; 0 and briefly describe your duties relating to the other business; Management/Oversight
CRS (Client Relationship Summary) - RIA
Click below to view Robert Eugene Long JR's 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®
NoneExperience
Current
September 13, 2023 - Present
VAN CLEMENS WEALTH MANAGEMENT, LLC
Office #1: 900 2nd Avenue South Suite 1500, Minneapolis, MN 55402RIA
CRD#: 297362
Minneapolis, MN
Current
September 13, 2023 - Present
VAN CLEMENS & CO. INCORPORATED
Office #1: 900 Second Ave S Suite 1500, Minneapolis, MN 55402BD
CRD#: 6914
Minneapolis, MN
Past
August 30, 2018 - September 14, 2023
THE OAK RIDGE FINANCIAL SERVICES GROUP, INC.
RIA
CRD#: 42941
GOLDEN VALLEY, MN
Past
August 13, 2018 - August 16, 2018
THE OAK RIDGE FINANCIAL SERVICES GROUP, INC.
RIA
CRD#: 42941
GOLDEN VALLEY, MN
Past
August 13, 2018 - September 14, 2023
THE OAK RIDGE FINANCIAL SERVICES GROUP, INC.
BD
CRD#: 42941
GOLDEN VALLEY, MN
Past
September 16, 2013 - September 7, 2018
FELTL ADVISORS
RIA
CRD#: 165244
MINNETONKA, MN
Past
June 6, 2013 - December 20, 2013
FELTL & COMPANY
RIA
CRD#: 6905
MINNETONKA, MN
Past
January 20, 2012 - September 7, 2018
FELTL & COMPANY
BD
CRD#: 6905
MINNETONKA, MN
Past
January 11, 2008 - February 2, 2012
OPPENHEIMER & CO. INC.
RIA
CRD#: 249
MINNEAPOLIS, MN
Past
January 11, 2008 - February 2, 2012
OPPENHEIMER & CO. INC.
BD
CRD#: 249
MINNEAPOLIS, MN
Past
January 4, 2006 - January 24, 2008
RBC CAPITAL MARKETS, LLC
RIA
CRD#: 31194
MINNEAPOLIS, MN
Past
January 28, 2000 - January 24, 2008
RBC CAPITAL MARKETS, LLC
BD
CRD#: 31194
MINNEAPOLIS, MN
Past
April 20, 1994 - February 23, 2000
MORGAN STANLEY DW INC.
BD
CRD#: 7556
PURCHASE, NY
Past
January 24, 1989 - May 3, 1994
PIPER SANDLER & CO.
BD
CRD#: 665
MINNEAPOLIS, MN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
VC
VAN CLEMENS WEALTH MANAGEMENT, LLC
ABUNDANCE WEALTH MANAGEMENT | WHITNEY WEALTH GROUP | VAN CLEMENS WEALTH MANAGEMENT, LLC | VAN CLEMENS WEALTH MANAGEMENT | VAN CLEMENS FINANCIAL | TRUE NORTH WEALTH SOLUTIONS | TRANSFORMATIVE FINANCIAL PARTNERS | INSPIRE FINANCIAL SERVICES | INFORM FINANCIAL PLANNING | FUTURE-FOCUSED WEALTH | ENERGIZED RETIREMENT PLANNERS | BEYOND TANGIBLE WEALTH
CRD#: 297362 / SEC#: 801-129906
RIA
Registered Investment Advisory firm - (4/12/2024 Approved)California
Registered Investment Advisory firm - (5/15/2024 Terminated)Indiana
Registered Investment Advisory firm - (4/15/2024 Terminated)Iowa
Registered Investment Advisory firm - (4/15/2024 Terminated)Minnesota
Registered Investment Advisory firm - (4/15/2024 Terminated)North Dakota
Registered Investment Advisory firm - (4/15/2024 Terminated)South Dakota
Registered Investment Advisory firm - (4/15/2024 Terminated)Washington
Registered Investment Advisory firm - (5/15/2024 Terminated)Wisconsin
Registered Investment Advisory firm - (4/15/2024 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.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
Arizona(9/13/2023)
RR
California(9/14/2023)
RR
Florida(9/13/2023)
RR
Iowa(11/17/2023)
RR
Minnesota(9/14/2023)
IAR
Minnesota(9/14/2023)
RR
Nebraska(9/13/2023)
RR
South Carolina(9/19/2023)
RR
South Dakota(9/13/2023)
RR
Texas(9/13/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
VC
VAN CLEMENS WEALTH MANAGEMENT, LLC
ABUNDANCE WEALTH MANAGEMENT | WHITNEY WEALTH GROUP | VAN CLEMENS WEALTH MANAGEMENT, LLC | VAN CLEMENS WEALTH MANAGEMENT | VAN CLEMENS FINANCIAL | TRUE NORTH WEALTH SOLUTIONS | TRANSFORMATIVE FINANCIAL PARTNERS | INSPIRE FINANCIAL SERVICES | INFORM FINANCIAL PLANNING | FUTURE-FOCUSED WEALTH | ENERGIZED RETIREMENT PLANNERS | BEYOND TANGIBLE WEALTH
CRD#: 297362 / SEC#: 801-129906
RIA
Registered Investment Advisory firm - (4/12/2024 Approved)California
Registered Investment Advisory firm - (5/15/2024 Terminated)Indiana
Registered Investment Advisory firm - (4/15/2024 Terminated)Iowa
Registered Investment Advisory firm - (4/15/2024 Terminated)Minnesota
Registered Investment Advisory firm - (4/15/2024 Terminated)North Dakota
Registered Investment Advisory firm - (4/15/2024 Terminated)South Dakota
Registered Investment Advisory firm - (4/15/2024 Terminated)Washington
Registered Investment Advisory firm - (5/15/2024 Terminated)Wisconsin
Registered Investment Advisory firm - (4/15/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
900 2nd Avenue South Suite 1500, Minneapolis, MN 55402
Mailing Address
Phone number
(612) 758-9140
Established
Firm type
Fiscal year end
# of Employees
20
SEC notice filing (14 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 551 |
| AUM (Assets Under Management) | $ 327,243,548 |
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.
