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Terry Morrell Lindner

Investment Adviser Representative at VAN CLEMENS WEALTH MANAGEMENT, LLC

Bloomfield Hills, MICRD #1968391Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
32 yrs
States Registered
1 states
Exams Passed
8

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Michigan
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 4/21/2026
Series 7
General Securities Representative Examination
Passed 9/23/2022
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 7/31/1996
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 7/10/1989
Series 26
Investment Company Products/Variable Contracts Principal Examination
Passed 2/5/2026
Series 24
General Securities Principal Examination
Passed 9/23/2022
Series 51
Municipal Fund Securities Principal Examination
Passed 3/12/2003

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

VAN Clemens Wealth Management, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

VAN CLEMENS WEALTH MANAGEMENT, LLCCurrent
2/6/2026Bloomfield Hills, MI
VAN CLEMENS & CO. INCORPORATEDCurrent
2/5/2026Bloomfield Hills, MI
WADDELL & REED
10/10/20124/30/2021Hamden, CT

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Terry Morrell Lindner 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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