Brian Willet has been an investment adviser representative at Van Clemens Wealth Management since February 2025, 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.
Brian Willet’s longest registration was 13 years at Waddell & Reed (2008–2021). Before joining Van Clemens Wealth Management in 2025, Brian Willet was registered through Beyond Tangible Wealth and Waddell & Reed.
- – present · 1 yearBennet, NE · Adviser representative · Firm CRD 297362
- Beyond Tangible Wealth– · 3 yearsBennet, NE · Adviser representative · Firm CRD 314065
- Waddell & Reed– · 13 yearsSavage, MN · Adviser representative · Firm CRD 866
Investment adviser representative registrations
Brian Willet is registered as an investment adviser representative in 2 states. The first approvals date from February 2025; the most recent is Oklahoma, in October 2025.
- NebraskaSince 18 February 2025
- OklahomaSince 8 October 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 24 | General Securities Principal Examination | 7 June 2024 |
| Series 7TO | General Securities Representative Examination | 7 June 2024 |
| Series 6TO | Investment Company Products/Variable Contracts Representative Examination | 7 June 2024 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 19 April 2010 |
| Series 65 | Uniform Investment Adviser Law Examination | 7 April 2008 |
| Series 63 | Uniform Securities Agent State Law Examination | 18 February 2008 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 30 January 2008 |
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Brian Wayne Willet
- CRD
- 5465552
- Firm
- Van Clemens Wealth Management · CRD 297362
- Office
- Bennet, NE
- Registration
- Investment adviser and broker registrations
- In the industry since
- January 2008
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Brian Willet work?
Brian Willet is an investment adviser representative registered through Van Clemens Wealth Management, LLC since February 2025, and is not listed among the firm’s executive officers or direct owners.
Is Brian Willet a financial advisor?
Yes. Brian Willet has a current investment-adviser registration in Nebraska and Oklahoma, through Van Clemens Wealth Management since February 2025.
How many years of experience does Brian Willet have?
Brian Willet has 18 years in the financial industry, since January 2008, across 3 adviser firms.
What exams has Brian Willet passed?
Brian Willet has passed 7 licensing exams: the Series 6, Series 63, Series 65, Series 7, Series 24, Series 7TO and Series 6TO. The earliest, the Series 6, was passed in January 2008. FINRA credited Brian Willet with the SIE, which began in October 2018.
Where did Brian Willet work before Van Clemens Wealth Management?
Before Van Clemens Wealth Management, Brian Willet was registered through Waddell & Reed, April 2008 to May 2021.
Where is Brian Willet based?
Brian Willet’s registered office is in Bennet, NE.
Is Brian Willet registered with FINRA?
Yes. Brian Willet has a current broker registration, under CRD 5465552.
Source: FINRA BrokerCheck
How can I verify Brian Willet’s record?
Search CRD 5465552 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Brian Willet’s full registration record.