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Justin E. Stokes
VAN CLEMENS WEALTH MANAGEMENT
Hermantown, MN 55811
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CRD#: 8189715
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Justin Edward StokesVAN CLEMENS WEALTH MANAGEMENT
Professional summary
Justin Edward Stokes is a registered financial advisor currently at VAN CLEMENS WEALTH MANAGEMENT, LLC located in Hermantown, Minnesota and VAN CLEMENS & CO. INCORPORATED located in Minneapolis, Minnesota.
Justin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2026. Justin has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Aliases
None
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.) Co-personal representative of the Estate of Randy Alan Baumgartner Investment related; No Address; 5620 Miller Trunk Highway Nature; Estate management Position; Co-personal representative Title, or relationship with the other business; N/A Start date; April 2024 Hours; Varies Hours during trading hours; Varies Duties; Liquidate assets, manage rental properties 2.) F&A Support Investment related: yes Address: 5620 Miller Trunk Highway, Hermantown, MN 55811 Nature: entity to market financial advising practice and business administration consulting Position/Title: Owner Start date: 05/01/26 Hrs/Month: 120 Hrs during trading: 100 Duties: marketing services and managing entity 3.) Duluth Appliance Repair Investment related: No Address: 5200 Eagle Lake Rd., Duluth, MN 55803 Nature: Provide appliance repair services Position/Title: Minority Owner Start date: 04/01/26 Hrs/Month: 40 Hrs during trading: 10 Duties: General operations and financial management
CRS (Client Relationship Summary) - RIA
Click below to view Justin Edward Stokes'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
May 1, 2026 - Present
VAN CLEMENS WEALTH MANAGEMENT, LLC
Office #1: 5620 Miller Trunk Highway, Hermantown, MN 55811RIA
CRD#: 297362
Hermantown, MN
Current
January 3, 2026 - Present
VAN CLEMENS & CO. INCORPORATED
Office #1: 900 Second Ave S Suite 1500, Minneapolis, MN 55402BD
CRD#: 6914
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.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
Minnesota(5/1/2026)
IAR
Minnesota(5/1/2026)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 1/3/2026
General Securities Representative ExaminationGeneral Industry/Product Exam
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)
Regulatory assets under management
| Total Number of Accounts | 551 |
| AUM (Assets Under Management) | $ 327,243,548 |
Red Flags
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Company Information
VAN CLEMENS WEALTH MANAGEMENT, LLC
CRD#: 297362Hermantown, MN 55811TRUST BUT VERIFY
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