Aaron Lynn Suriff
Investment Adviser Representative at VAN Clemens Wealth Management, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Aaron Lynn Suriff is an investment adviser representative with VAN Clemens Wealth Management, LLC in Frisco, TX, where they have been registered since 2026. They have worked in the securities industry since 2006 and have been registered with 4 firms, including Morgan Stanley and Waddell & REED. They have passed 10 industry qualification exams, including the Series 65 (investment adviser), Series 66 (combined investment adviser and state securities agent), and Series 7 (general securities representative). They are registered to provide investment advice in Texas.
Registrations & licenses
- Investment adviser:
- Texas
- Broker:
1 state or territory
Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Various Insurance CarriersMay 2004 – Mar 2026Arlington, TN
- Morgan StanleyApr 2015 – Nov 2017Memphis, TN
- Whimsy Franchising & DistibutingNov 2017 – May 2024Memphis, TN
- PEMay 2024 – no end date reportedAustin, TX
- Van Clemens & Co. Inc.Mar 2026 – no end date reportedMinneapolis, MN
- Van Clemens Insurance Associates, LLCMar 2026 – no end date reportedMinneapolis, MN
- Van Clemens Wealth ManagementApr 2026 – no end date reportedMinneapolis, MN
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About VAN Clemens Wealth Management, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Brokerage, wealth management, investment advisory, financial planning, insurance (life, disability income, long-term care, annuities), Medicare, and accounting services including tax management, financial statements, financial planning, and mergers and acquisitions.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 36
- Offices listed on AdvisorFinder:
- 4
- Main office:
- Minneapolis, MN
- SEC file number:
- 801-129906
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 1, 2026
View full firm profileOther advisors at VAN Clemens Wealth Management, LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Aaron Lynn Suriff has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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