Wei Qiao
Professional Summary
Wei Qiao, who also goes by Steve Qiao, 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. Wei is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Wei has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Steve Qiao
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
7 years in the financial services industry
Current & Past Employments
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Current Firm
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 | QUANTUM RETIREMENT ADVISORS | INSPIRE FINANCIAL SERVICES | INFORM FINANCIAL PLANNING | HAWKS NEST PRIVATE WEALTH | GLOBAL ORIGIN FINANCIAL ADVISORS | FUTURE-FOCUSED WEALTH | ENERGIZED RETIREMENT PLANNERS | BEYOND TANGIBLE WEALTH
Contact Information
Main Address
900 2nd Avenue South Suite 1500, Minneapolis, MN 55402Phone Number
(612) 758-9140# of Employees
28SEC notice filing (19 States and Territories)
Registered to provide investment advisory services in 19 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
1,589AUM (Assets Under Management)
$470,383,471Similar Advisors
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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.
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Primary Firm SEC Registration
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 | QUANTUM RETIREMENT ADVISORS | INSPIRE FINANCIAL SERVICES | INFORM FINANCIAL PLANNING | HAWKS NEST PRIVATE WEALTH | GLOBAL ORIGIN FINANCIAL ADVISORS | FUTURE-FOCUSED WEALTH | ENERGIZED RETIREMENT PLANNERS | BEYOND TANGIBLE WEALTH
State Registrations and Notice Filings
(9/26/2024)
(9/26/2024)
(9/26/2024)
(9/26/2024)
(9/26/2024)
(9/26/2024)
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.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Wei Qiao's CRS (Customer Relationship Summary).
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