Clarke J. Vanmeter

VAN METER ASSOCIATES

Delhi, IA

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CRD#: 2421172

Professional summary

Clarke Jennings Vanmeter is a registered financial advisor currently at VAN METER ASSOCIATES, LLC located in Delhi, Iowa.

Clarke is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Clarke has worked at 3 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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) - RIA

Click below to view Clarke Jennings Vanmeter'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®

None

Experience

Current

September 10, 2009 - Present

VAN METER ASSOCIATES, LLC

RIA

CRD#: 134191

Delhi, IA

Past

November 3, 2006 - December 31, 2021

VAN METER ASSOCIATES, LLC

RIA

CRD#: 134191

DELHI, IA

Past

March 16, 1998 - December 31, 2003

NATIONS FINANCIAL GROUP, INC.

CRD#: 44181

CEDAR RAPIDS, IA

Past

December 1, 1993 - March 16, 1998

AEGON USA SECURITIES INC.

CRD#: 13302

CEDAR RAPIDS, IA

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.

Highlighted states indicate IAR registrations

IAR

Iowa
(9/10/2009)

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 65

Date: 1/5/2004

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/14/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 11/30/1993

General Securities Representative Examination

Current Firm

VAN METER ASSOCIATES, LLC

VAN METER ASSOCIATES | VAN METER, MICHAEL | VAN METER ASSOCIATES, LLC

CRD#: 134191 / SEC#:

Iowa

Registered Investment Advisory firm - (9/10/2009 Approved)

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Contact information

Main Address

Delhi, IA

Mailing Address

Phone number

(312) 933-0777

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	5
AUM (Assets Under Management)	$ 16,210,508

Red Flags

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

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Clarke J. Vanmeter

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Clarke Jennings Vanmeter's CRS (Customer Relationship Summary).

Certified licenses

Experience

VAN METER ASSOCIATES, LLC

VAN METER ASSOCIATES, LLC

NATIONS FINANCIAL GROUP, INC.

AEGON USA SECURITIES INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 1/5/2004

Series 63

Date: 12/14/1993

Series 7

Date: 11/30/1993

Current Firm

VAN METER ASSOCIATES, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

VAN METER ASSOCIATES, LLC

TRUST BUT VERIFY

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