Allison Joy Cline
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.
Allison Joy Cline is an investment adviser representative with VAN Clemens Wealth Management, LLC in Minneapolis, MN, where they have been registered since 2022. They have worked in the securities industry since 2017 and were previously registered with Northwestern Mutual Investment Services, LLC. They have passed 3 industry qualification exams, including the Series 63 (state securities agent) and Series 6 (investment company and variable products). They are registered to provide investment advice in Minnesota.
Office
Advisors at this office: 9
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Minnesota
- Broker:
3 states and territories
California, Minnesota, Washington
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.
- UnemployedDec 2016 – Feb 2017Eden Prairie, MN
- UnemployedAug 2017 – Sep 2017Chanhassen, MN
- IverifyJun 2017 – Aug 2017Chanhassen, MN
- Southwest Christian High SchoolFeb 2017 – May 2017Chaska, MN
- Matt Gaines Cutting HorsesAug 2016 – Dec 2016Weatherford, TX
- Northwestern Mutual Life Insurance CompanyOct 2017 – Nov 2019Milwaukee, WI
- Northwestern Mutual Investment Services LLCOct 2017 – Jul 2022Edina, MN
- Ian DonaldsonNov 2019 – Jul 2022Edina, MN
- Van Clemens & Co., IncJul 2022 – no end date reportedMinneapolis, MN
- Van Clemens Wealth Management, LLCJul 2022 – no end date reportedMinneapolis, MN
- Van Clemens Insurance Associates, LLCJul 2022 – 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. Allison Joy Cline 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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