David E. Clemenson

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CRD#: 1724393

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

David Edward Clemenson JR, who also goes by David Edward Clemenson, David Edward Clemesen Jr, was a registered financial professional .

David is a previously registered financial professional and started their career in finance in 1987. David had worked at 7 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

David Edward Clemenson | David Edward Clemesen 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 advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

November 4, 2015 - December 24, 2020

PENSION CONSULTANTS INC

RIA

CRD#: 113914

SPRINGFIELD, MO

Past

September 13, 2013 - November 2, 2015

SECURITIES SERVICE NETWORK, LLC

CRD#: 13318

SPRINGFIELD, MO

Past

November 21, 2007 - June 13, 2013

PRINCIPAL ASSET MANAGEMENT

RIA

CRD#: 109002

DES MOINES, IA

Past

May 14, 2007 - November 21, 2007

PRINCIPAL SECURITIES, INC.

RIA

CRD#: 1137

DES MOINES, IA

Past

December 8, 2006 - June 13, 2013

PRINCIPAL SECURITIES, INC.

CRD#: 1137

DES MOINES, IA

Past

September 21, 2005 - December 11, 2006

PFIC SECURITIES CORPORATION

CRD#: 34941

BRANSON, MO

Past

September 14, 2001 - September 21, 2005

FISERV INVESTOR SERVICES, INC.

CRD#: 34637

HOUSTON, TX

Past

August 20, 1987 - December 31, 1988

VSR FINANCIAL SERVICES, INC.

CRD#: 14503

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".

PENSION CONSULTANTS INC

CRD#: 113914 / SEC#: 801-56704

RIA

Registered Investment Advisory firm - (7/23/1999 Approved)

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 5/10/2007

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 9/15/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 11/2/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/13/2001

General Securities Representative Examination

Current Firm

PENSION CONSULTANTS INC

CRD#: 113914 / SEC#: 801-56704

RIA

Registered Investment Advisory firm - (7/23/1999 Approved)

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Contact information

Main Address

300 South Campbell Ave., Springfield, MO 65806

Mailing Address

Phone number

(417) 889-4918

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (2/19/2025)

Regulatory assets under management

Total Number of Accounts	146
AUM (Assets Under Management)	$ 4,921,817,688

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.

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Firm Stability Insights

David E. Clemenson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

SECURITIES SERVICE NETWORK, LLC

PRINCIPAL ASSET MANAGEMENT

PRINCIPAL SECURITIES, INC.

PRINCIPAL SECURITIES, INC.

PFIC SECURITIES CORPORATION

FISERV INVESTOR SERVICES, INC.

VSR FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

PENSION CONSULTANTS INC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/10/2007

Series 63

Date: 9/15/2001

SIE

Date: 11/2/2015

Series 7

Date: 9/13/2001

Current Firm

PENSION CONSULTANTS INC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PENSION CONSULTANTS INC

TRUST BUT VERIFY

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