James P. Clemensen

BFI WEALTH SOLUTIONS

Dallas, TX 75251

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CRD#: 5199235

Professional summary

James Paul Clemensen, CFP®, who also goes by James Clemensen, is a registered financial advisor currently at BFI WEALTH SOLUTIONS, LLC located in Dallas, Texas.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. James has worked at 7 firms and has passed the Series 63, Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

James Clemensen

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.

1) Borden Hamman Agency; not investment related; 9868 Plano Rd, Dallas TX 75238; Insurance Agent; since 11/4/2019; Place Assurity coverage with individuals; approximately 3 hours per month spent on this activity. 2) BIEL FISETTE IACONO, LLP POSITION: N/A NATURE: Biel Fisette Iacono, LLP introduces their tax clients to me INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2022 ADDRESS: 8111 Lyndon B Johnson Fwy, Suite 1065, Dallas TX 75251, United States DESCRIPTION: N/A 3)BFI WEALTH SOLUTIONS, LLC: Investment Related; CEO & CCO; Investment Adviser; Start date 3/2021.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Paul Clemensen'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®

CFP^®

Certified Financial Planner

Start date: 2010

Experience

Current

March 16, 2023 - Present

BFI WEALTH SOLUTIONS, LLC

Office #1: 8111 Lyndon B Johnson Fwy Suite 1065 Suite 1065, Dallas, TX 75251

RIA

CRD#: 319185

Dallas, TX

Past

July 24, 2018 - October 26, 2023

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

Dallas, TX

Past

July 23, 2018 - October 26, 2023

AVANTAX ADVISORY SERVICES

RIA

CRD#: 104556

Dallas, TX

Past

March 12, 2016 - July 13, 2018

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

CRD#: 38357

Orlando, FL

Past

September 16, 2014 - July 13, 2018

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

RIA

CRD#: 38357

Orlando, FL

Past

January 21, 2014 - September 5, 2014

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

RIA

CRD#: 38357

Orlando, FL

Past

February 3, 2009 - March 16, 2009

WELLS FARGO INVESTMENTS, LLC

RIA

CRD#: 10582

MINNEAPOLIS, MN

Past

January 30, 2009 - March 16, 2009

WELLS FARGO INVESTMENTS, LLC

CRD#: 10582

MINNEAPOLIS, MN

Past

February 12, 2007 - December 23, 2008

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

WOODBURY, MN

Past

August 30, 2006 - October 18, 2006

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

EDINA, 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".

BFI WEALTH SOLUTIONS, LLC

CRD#: 319185 / SEC#: 801-130638

RIA

Registered Investment Advisory firm - (7/5/2024 Approved)

Texas

Registered Investment Advisory firm - (7/8/2024 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

Texas
(3/16/2023)

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

Series 63

Date: 8/6/2018

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 66

Date: 9/11/2006

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/12/2016

General Securities Representative Examination

Current Firm

BFI WEALTH SOLUTIONS, LLC

CRD#: 319185 / SEC#: 801-130638

RIA

Registered Investment Advisory firm - (7/5/2024 Approved)

Texas

Registered Investment Advisory firm - (7/8/2024 Terminated)

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Contact information

Main Address

8111 Lyndon B Johnson Fwy Suite 1065 Suite 1065, Dallas, TX 75251

Mailing Address

Phone number

(469) 646-0429

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BFI WEALTH SOLUTIONS, LLC DISCLOSURE BROCHURE (9/26/2025)

BFI WEALTH SOLUTIONS, LLC APPENDIX 1 (7/7/2025)

Regulatory assets under management

Total Number of Accounts	631
AUM (Assets Under Management)	$ 148,000,000

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

James P. Clemensen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Paul Clemensen's CRS (Customer Relationship Summary).

Certified licenses

Experience

AVANTAX INVESTMENT SERVICES, INC.

AVANTAX ADVISORY SERVICES

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

WELLS FARGO INVESTMENTS, LLC

WELLS FARGO INVESTMENTS, LLC

KESTRA INVESTMENT SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

BFI WEALTH SOLUTIONS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 8/6/2018

Series 66

Date: 9/11/2006

SIE

Date: 10/1/2018

Series 7

Date: 3/12/2016

Current Firm

BFI WEALTH SOLUTIONS, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BFI WEALTH SOLUTIONS, LLC

TRUST BUT VERIFY

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