Daniel Upchurch has been an investment adviser representative at Van Clemens Wealth Management since May 2026, 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.
Daniel Upchurch’s longest registration was under a year at Financial & Tax Architects, LLC (2023–2024). Before joining Van Clemens Wealth Management in 2026, Daniel Upchurch was registered through Financial & Tax Architects, LLC.
- – present · under a yearRichmond Heights, MO · Adviser representative · Firm CRD 297362
- Financial & Tax Architects, LLC– · under a yearSt. Louis, MO · Adviser representative · Firm CRD 119169
Investment adviser representative registrations
Daniel Upchurch is registered as an investment adviser representative in Missouri, since May 2026.
- MissouriSince 6 May 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 7 July 2023 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 7775711
- Firm
- Van Clemens Wealth Management · CRD 297362
- Office
- 7100 Oakland Ave., Richmond Heights, MO 63117
- Registration
- Investment adviser registration
- In the industry since
- June 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does Daniel Upchurch work?
Daniel Upchurch is an investment adviser representative registered through Van Clemens Wealth Management, LLC since May 2026, and is not listed among the firm’s executive officers or direct owners.
Is Daniel Upchurch a financial advisor?
Yes. Daniel Upchurch has a current investment-adviser registration in Missouri, through Van Clemens Wealth Management since May 2026.
How many years of experience does Daniel Upchurch have?
Daniel Upchurch has 1 year in the financial industry, since June 2025, across 2 adviser firms.
What exams has Daniel Upchurch passed?
Daniel Upchurch passed the Series 65 in July 2023.
Where did Daniel Upchurch work before Van Clemens Wealth Management?
Before Van Clemens Wealth Management, Daniel Upchurch was registered through Financial & Tax Architects, LLC, July 2023 to May 2024.
Where is Daniel Upchurch based?
Daniel Upchurch’s registered office is in Richmond Heights, MO.
Is Daniel Upchurch registered with FINRA?
No. Daniel Upchurch has no current broker registration.
How can I verify Daniel Upchurch’s record?
Search CRD 7775711 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Daniel Upchurch’s full registration record.