RH
Robert K. Hahn
VAN CLEMENS WEALTH MANAGEMENT
Bellevue, NE
Some features on this profile are disabled
CRD#: 2749437
RH
Professional summary
Robert Kendall Hahn, CFP®, who also goes by Kendall Hahn, R. Kendall Hahn, is a registered financial advisor currently at VAN CLEMENS WEALTH MANAGEMENT, LLC located in Bellevue, Nebraska 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 1996. Robert has worked at 15 firms and has passed the Series 65, Series 63, Series 7TO, Series 6TO, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Do you have an area of expertise or specialization?
AUM
College/Education Planning
Estate & Generational Planning...
High Net Worth Client Needs
Hourly
Special Needs Planning
Are you a "fiduciary"?
Yes
Aliases
Kendall Hahn | R. Kendall Hahn
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.
Advisor Game Plan, LLC; Non-Investment Related; Bennet/NE; Vice-President & Coach; 1/3/2022 start date. Kendall is responsible for leading the operations department and handling executive coaching for select business leader clients. This activity accounts for approximately 10% of his time during trading hours. Willet LLC d/b/a Beyond Tangible Wealth; Investment Related; Bellevue/NE; Vice-President & Financial Advisor; 1/3/2022 start date. Kendall is responsible for leading the operations of the business and working with clients of the firm. This activity accounts for approximately 75% of his time during trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Robert Kendall Hahn'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®
Experience
Current
February 18, 2025 - Present
VAN CLEMENS WEALTH MANAGEMENT, LLC
RIA
CRD#: 297362
Bellevue, NE
Current
March 24, 2025 - Present
VAN CLEMENS & CO. INCORPORATED
Office #1: 900 Second Ave S Suite 1500, Minneapolis, MN 55402BD
CRD#: 6914
Minneapolis, MN
Past
January 4, 2022 - April 15, 2025
BEYOND TANGIBLE WEALTH
RIA
CRD#: 314065
Bellevue, NE
Past
July 21, 2021 - December 22, 2021
LPL FINANCIAL LLC
RIA
CRD#: 6413
OVERLAND PARK, KS
Past
July 21, 2021 - December 22, 2021
LPL FINANCIAL LLC
BD
CRD#: 6413
OVERLAND PARK, KS
Past
September 1, 2017 - July 21, 2021
WADDELL & REED
RIA
CRD#: 866
OVERLAND PARK, KS
Past
September 1, 2017 - July 21, 2021
WADDELL & REED
BD
CRD#: 866
OVERLAND PARK, KS
Past
March 4, 2014 - September 1, 2017
SECURITIES AMERICA, INC.
BD
CRD#: 10205
LA VISTA, NE
Past
February 4, 2013 - December 31, 2013
DYNAMIC WEALTH STRATEGIES, LLC
RIA
CRD#: 166273
DAKOTA DUNES, SD
Past
February 24, 2011 - September 12, 2012
SECURITIES SERVICE NETWORK, LLC
BD
CRD#: 13318
OMAHA, NE
Past
July 26, 2010 - February 11, 2011
QA3 FINANCIAL CORP.
BD
CRD#: 14754
OMAHA, NE
Past
September 5, 2008 - October 20, 2008
PACIFIC SELECT DISTRIBUTORS, LLC
BD
CRD#: 4452
OMAHA, NE
Past
March 4, 2008 - September 3, 2008
SUNSET FINANCIAL SERVICES, INC.
BD
CRD#: 3538
OMAHA, NE
Past
June 27, 2000 - July 1, 2005
SUNSET FINANCIAL SERVICES, INC.
RIA
CRD#: 3538
OMAHA, NE
Past
June 1, 2000 - March 27, 2006
SUNSET FINANCIAL SERVICES, INC.
BD
CRD#: 3538
KANSAS CITY, MO
Past
April 13, 1998 - June 1, 2000
SECURIAN FINANCIAL SERVICES, INC.
BD
CRD#: 15296
ST. PAUL, MN
Past
January 2, 1998 - April 8, 1998
CADARET, GRANT & CO., INC.
BD
CRD#: 10641
SYRACUSE, NY
Past
January 31, 1997 - January 2, 1998
PINEBRIDGE SECURITIES LLC
BD
CRD#: 5967
NEW YORK, NY
Past
September 27, 1996 - October 17, 1996
NYLIFE SECURITIES LLC
BD
CRD#: 5167
NEW YORK, NY
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
IAR
Nebraska(2/18/2025)
RR
Nebraska(3/24/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 12/6/2022
General Securities Representative ExaminationGeneral Industry/Product Exam
RR
Series 6TO
Date: 12/6/2022
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory 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.
