Allison Cline has been an investment adviser representative at Van Clemens Wealth Management since July 2022, and is not listed among the firm’s executive officers or direct owners.
Van Clemens Wealth Management, LLC is a Minneapolis, MN firm with $470M under management, 616 clients and 24 advisers across 6 offices, as of its September 2026 filing.
- – present · 4 yearsMinneapolis, MN · Adviser representative · Firm CRD 297362
Investment adviser representative registrations
Allison Cline is registered as an investment adviser representative in Minnesota, since July 2022.
- MinnesotaSince 21 July 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 20 December 2017 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 1 December 2017 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Allison Joy Cline
- CRD
- 6865979
- Firm
- Van Clemens Wealth Management · CRD 297362
- Office
- 900 2ND AVENUE SOUTH, SUITE 1500, Minneapolis, MN 55402
- Registration
- Investment adviser and broker registrations
- In the industry since
- November 2017
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Allison Cline work?
Allison Cline is an investment adviser representative registered through Van Clemens Wealth Management, LLC since July 2022, and is not listed among the firm’s executive officers or direct owners.
Is Allison Cline a financial advisor?
Yes. Allison Cline has a current investment-adviser registration in Minnesota, through Van Clemens Wealth Management since July 2022.
How many years of experience does Allison Cline have?
Allison Cline has 8 years in the financial industry, since November 2017, across 1 adviser firm.
What exams has Allison Cline passed?
Allison Cline has passed 2 licensing exams: the Series 6 and Series 63. The earliest, the Series 6, was passed in December 2017. FINRA credited Allison Cline with the SIE, which began in October 2018.
Where is Allison Cline based?
Allison Cline’s registered office is in Minneapolis, MN.
Is Allison Cline registered with FINRA?
Yes. Allison Cline has a current broker registration, under CRD 6865979.
Source: FINRA BrokerCheck
How can I verify Allison Cline’s record?
Search CRD 6865979 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Allison Cline’s full registration record.