Bryan J. Havighurst

VAN CLEMENS WEALTH MANAGEMENT

Loveland, OH

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CRD#: 2681618

Professional summary

Bryan James Havighurst, who also goes by Bryan James Havinghurst, is a registered financial advisor currently at VAN CLEMENS WEALTH MANAGEMENT, LLC located in Loveland, Ohio.

Bryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Bryan has worked at 6 firms and has passed the Series 66, Series 63 and Series 7 exams.

At a Glance

Always Fiduciary

Aliases

Bryan James Havinghurst

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 Bryan James Havighurst'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

July 13, 2026 - Present

VAN CLEMENS WEALTH MANAGEMENT, LLC

RIA

CRD#: 297362

Loveland, OH

Past

March 1, 2010 - March 16, 2012

FIFTH THIRD SECURITIES, INC.

RIA

CRD#: 628

CINCINNATI, OH

Past

March 1, 2010 - March 16, 2012

FIFTH THIRD SECURITIES, INC.

CRD#: 628

CINCINNATI, OH

Past

March 30, 2007 - April 22, 2008

FIFTH THIRD SECURITIES, INC.

RIA

CRD#: 628

CINCINNATI, OH

Past

March 29, 2007 - April 22, 2008

FIFTH THIRD SECURITIES, INC.

CRD#: 628

CINCINNATI, OH

Past

May 10, 2005 - September 7, 2005

MSI FINANCIAL SERVICES, INC.

RIA

CRD#: 14251

RALEIGH, NC

Past

April 18, 2005 - September 7, 2005

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

NEW YORK, NY

Past

April 18, 2005 - September 7, 2005

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

SPRINGFIELD, MA

Past

November 22, 1995 - July 28, 1999

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

November 22, 1995 - July 28, 1999

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

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".

VAN CLEMENS WEALTH MANAGEMENT, LLC

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)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Ohio
(7/13/2026)

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: 5/9/2005

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 2/6/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 4/15/2005

General Securities Representative Examination

Current Firm

VAN CLEMENS WEALTH MANAGEMENT, LLC

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)

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

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

VAN CLEMENS WEALTH MANAGEMENT, LLC DISCLOSURE BROCHURE (9/2/2025)

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.

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Advisor Monitoring

Firm Stability Insights

Bryan J. Havighurst

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryan James Havighurst's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIFTH THIRD SECURITIES, INC.

FIFTH THIRD SECURITIES, INC.

FIFTH THIRD SECURITIES, INC.

FIFTH THIRD SECURITIES, INC.

MSI FINANCIAL SERVICES, INC.

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

VAN CLEMENS WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/9/2005

Series 63

Date: 2/6/1998

Series 7

Date: 4/15/2005

Current Firm

VAN CLEMENS WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

VAN CLEMENS WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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