Whitney L. Emanuel
VAN CLEMENS WEALTH MANAGEMENT
Minneapolis, MN
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CRD#: 5889436
Professional summary
Whitney L Emanuel, CFP®, who also goes by Whitney L Royce, Whitney Royce, is a registered financial advisor currently at VAN CLEMENS WEALTH MANAGEMENT, LLC located in Minneapolis, Minnesota.
Whitney is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Whitney has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Whitney L Royce | Whitney Royce
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.
**WHITNEY WEALTH GROUP POSITION: One of my employees' services under advisory umbrella NATURE: Bookkeeping Services INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2021 ADDRESS: 1615 45th Ave N, Minneapolis, MN 55412 DESCRIPTION: Quickbooks Setup business Registrations A/R invoicing & statements Monthly account reconciliation Month end reports Job costing and class coding Business Registrations Collaboration with Financial Planner & CPA **MARANATHA RENTALS POSITION: Owner NATURE: Rental property + ministry home INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 04/01/2021 ADDRESS: 1615 45th Ave N, Minneapolis MN 55412 DESCRIPTION: I own and oversee the property. I collaborate with a ministry that provides leadership over home. I collect rent, run background checks, etc -- I operate as a landlord. **STRATEGIC VISIONARIES, LLC POSITION: Owner NATURE: Public speaking + online courses INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 5 START DATE: 11/2023 ADDRESS: 1615 45th Ave N, Minneapolis, MN 55412 DESCRIPTION: I provide paid public speaking to employers and groups. I also charge for an online course.
CRS (Client Relationship Summary) - RIA
Click below to view Whitney L Emanuel'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®
CFP®
Start date: 2020
Experience
Current
April 19, 2024 - Present
VAN CLEMENS WEALTH MANAGEMENT, LLC
RIA
CRD#: 297362
Minneapolis, MN
Past
January 31, 2019 - January 31, 2025
USADVISORS WEALTH MANAGEMENT, LLC
RIA
CRD#: 158108
EDEN PRAIRIE, MN
Past
January 30, 2019 - April 19, 2024
SECURITIES AMERICA, INC.
BD
CRD#: 10205
EDEN PRAIRIE, MN
Past
October 14, 2014 - February 1, 2019
EAGLE STRATEGIES LLC
RIA
CRD#: 110826
EDINA, MN
Past
June 23, 2014 - February 1, 2019
NYLIFE SECURITIES LLC
BD
CRD#: 5167
EDINA, MN
Past
April 17, 2013 - May 30, 2014
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
MINNEAPOLIS, MN
Past
March 17, 2011 - May 30, 2014
AMERIPRISE FINANCIAL SERVICES, LLC
BD
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".
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.Highlighted states indicate IAR registrations
IAR
Minnesota(4/19/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
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
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Check for any disclosures as part of your thorough research when choosing an advisor.
