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Andnet Haile

VAN CLEMENS WEALTH MANAGEMENT
Tucson, AZ
CRD#: 7075903
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AH
Andnet HaileVAN CLEMENS WEALTH MANAGEMENT

Professional summary


Andnet Haile, who also goes by Andnet S Haile, Andy Haile, is a registered financial advisor currently at VAN CLEMENS WEALTH MANAGEMENT, LLC located in Tucson, Arizona and VAN CLEMENS & CO. INCORPORATED located in Minneapolis, Minnesota.

Andnet is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Andnet has worked at 5 firms and has passed the Series 66, Series 63, Series 7TO, SIE and Series 6TO exams.

Aliases


Andnet S Haile | Andy Haile

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.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Andnet Haile'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®
None

Experience


Current

July 6, 2026 - Present

VAN CLEMENS WEALTH MANAGEMENT, LLC

RIA
CRD#: 297362
Tucson, AZ
Current

July 6, 2026 - Present

VAN CLEMENS & CO. INCORPORATED

Office #1: 900 Second Ave S Suite 1500, Minneapolis, MN 55402
BD
CRD#: 6914
MINNEAPOLIS, MN
Past

June 13, 2025 - July 9, 2025

THRIVENT INVESTMENT MANAGEMENT INC.

RIA
CRD#: 18387
Tucson, AZ
Past

May 22, 2025 - July 9, 2025

THRIVENT INVESTMENT MANAGEMENT INC.

BD
CRD#: 18387
Tucson, AZ
Past

February 20, 2020 - June 12, 2020

TRANSAMERICA FINANCIAL ADVISORS, LLC

BD
CRD#: 16164
Tucson, AZ
Past

March 13, 2019 - June 13, 2019

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
LANCASTER, PA

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
Arizona
(7/6/2026)
IAR
Arizona
(7/6/2026)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 6/4/2025
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 5/22/2025
General Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 6TO
Date: 3/13/2019
Investment Company Products/Variable Contracts Representative Examination
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)


Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

VAN CLEMENS WEALTH MANAGEMENT, LLC DISCLOSURE BROCHURE (9/2/2025)

Regulatory assets under management


Total Number of Accounts551
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.

Company Information


VAN CLEMENS WEALTH MANAGEMENT, LLC

CRD#: 297362Tucson, AZ

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