RQ
Ryan M. Quade
VAN CLEMENS WEALTH MANAGEMENT
Bloomington, MN 55435
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CRD#: 4133482
RQ
Professional summary
Ryan Mark Quade is a registered financial advisor currently at VAN CLEMENS WEALTH MANAGEMENT, LLC located in Bloomington, Minnesota and VAN CLEMENS & CO. INCORPORATED located in Bloomington, Minnesota.
Ryan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Ryan has worked at 9 firms and has passed the Series 66, Series 63, Series 79TO, Series 7TO, SIE 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.
CRS (Client Relationship Summary) - RIA
Click below to view Ryan Mark Quade'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
May 14, 2026 - Present
VAN CLEMENS WEALTH MANAGEMENT, LLC
Office #1: 3601 Minnesota Dr. Ste. 660, Bloomington, MN 55435RIA
CRD#: 297362
Bloomington, MN
Current
May 14, 2026 - Present
VAN CLEMENS & CO. INCORPORATED
Office #1: 3601 Minnesota Drive Suite 660, Bloomington, MN 55435BD
CRD#: 6914
Bloomington, MN
Past
February 5, 2025 - April 16, 2025
EFS ADVISORS
RIA
CRD#: 115211
Minnetonka, MN
Past
February 5, 2025 - April 16, 2025
ADVANCED ADVISOR GROUP, LLC
BD
CRD#: 140393
Minnetonka, MN
Past
November 1, 2023 - May 24, 2024
THE OAK RIDGE FINANCIAL SERVICES GROUP, INC.
BD
CRD#: 42941
GOLDEN VALLEY, MN
Past
June 6, 2016 - May 22, 2018
COLLIERS SECURITIES LLC
BD
CRD#: 7477
MINNEAPOLIS, MN
Past
September 30, 2002 - June 7, 2016
FELTL & COMPANY
BD
CRD#: 6905
PLYMOUTH, MN
Past
January 1, 2001 - October 1, 2002
MILLER JOHNSON STEICHEN KINNARD, INC.
BD
CRD#: 694
MINNEAPOLIS, MN
Past
July 24, 2000 - January 1, 2001
JOHN G. KINNARD AND COMPANY, INCORPORATED
BD
CRD#: 466
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
Minnesota(5/14/2026)
IAR
Minnesota(5/14/2026)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 79TO
Date: 3/11/2024
Investment Banking Registered Representative ExaminationGeneral Industry/Product Exam
RR
Series 7TO
Date: 10/31/2023
General Securities Representative ExaminationGeneral 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)Loading...
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 (9 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 551 |
| AUM (Assets Under Management) | $ 327,243,548 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
