BC
Brandon M. Clemens
AFFINITY WEALTH LLC
Canton, OH 44718
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CRD#: 7002991
BC
Professional summary
Brandon Michael Clemens, who also goes by Brandon Clemens, is a registered financial advisor currently at AFFINITY WEALTH LLC located in Canton, Ohio.
Brandon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Brandon has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Brandon Clemens
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) RCM Capital Ventures LLC Investment-related: No Nature of business: Real Estate Address: 24600 Center Ridge Rd., Suite 107, Westlake, OH 44145 Start date: 6/18/2020 Position: Managing Member Hours per month: 20 Hours during trading: 0 Duties: Assisting in the process of locating investment real estate, wholesaling and rehabbing. (2) Afia Wealth Management Investment-related: Yes Nature of business: RIA DBA Address: 24600 Center Ridge Rd., Suite 107, Westlake, OH 44145 Start date: 2/18/2022 Position: Co-Founder/Investment Adviser Representative Hours per month: 160 Hours during trading: 160 Duties: Owner/Investment Adviser Representative (3) Crump Life Insurance Services Investment-related: Yes Nature of business: Insurance Address: 4135 North Front Street, Harrisburg, PA 17110 Start date: 10/2018 Position: Insurance Agent Hours per month: 30 Hours during trading: 30 Duties: Insurance product offerings.
CRS (Client Relationship Summary) - RIA
Click below to view Brandon Michael Clemens'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
March 12, 2025 - Present
AFFINITY WEALTH LLC
Office #1: 4481 Munson St Nw Suite 302, Canton, OH 44718RIA
CRD#: 285169
Canton, OH
Past
February 18, 2022 - March 14, 2025
RFG ADVISORY, LLC
RIA
CRD#: 158401
Westlake, OH
Past
November 5, 2018 - February 22, 2022
EDWARD JONES
RIA
CRD#: 250
WESTLAKE, OH
Past
October 11, 2018 - February 22, 2022
EDWARD JONES
BD
CRD#: 250
WESTLAKE, OH
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".
AW
AFFINITY WEALTH LLC
AFFINITY WEALTH LLC | THE AFFINITY GROUP | AFFINITY WEALTH MANAGEMENT LTD
CRD#: 285169 / SEC#: 801-131529
RIA
Registered Investment Advisory firm - (11/29/2024 Approved)Ohio
Registered Investment Advisory firm - (9/17/2025 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
Ohio(3/12/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
AW
AFFINITY WEALTH LLC
AFFINITY WEALTH LLC | THE AFFINITY GROUP | AFFINITY WEALTH MANAGEMENT LTD
CRD#: 285169 / SEC#: 801-131529
RIA
Registered Investment Advisory firm - (11/29/2024 Approved)Ohio
Registered Investment Advisory firm - (9/17/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4481 Munson St Nw Suite 302, Canton, OH 44718
Mailing Address
Phone number
(330) 526-8412
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,516 |
| AUM (Assets Under Management) | $ 166,970,916 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
