Dilan Simon has been an investment adviser representative at Van Clemens Wealth Management since August 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.
Dilan Simon’s longest registration was under a year at Contego Capital Group, Inc. (2026–2026). Before joining Van Clemens Wealth Management in 2026, Dilan Simon was registered through Contego Capital Group, Inc.
- – present · under a yearDubuque, IA · Adviser representative · Firm CRD 297362
- Contego Capital Group, Inc.– · under a yearDubuque, IA · Adviser representative · Firm CRD 128518
Investment adviser representative registrations
Dilan Simon is registered as an investment adviser representative in Iowa, since August 2026.
- IowaSince 26 August 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 15 August 2025 |
| SIE | Securities Industry Essentials Examination | 8 April 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Dilan David Simon
- CRD
- 7128230
- Firm
- Van Clemens Wealth Management · CRD 297362
- Office
- Dubuque, IA
- Registration
- Investment adviser registration
- In the industry since
- April 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does Dilan Simon work?
Dilan Simon is an investment adviser representative registered through Van Clemens Wealth Management, LLC since August 2026, and is not listed among the firm’s executive officers or direct owners.
Is Dilan Simon a financial advisor?
Yes. Dilan Simon has a current investment-adviser registration in Iowa, through Van Clemens Wealth Management since August 2026.
How many years of experience does Dilan Simon have?
Dilan Simon has 0 years in the financial industry, since April 2026, across 2 adviser firms.
What exams has Dilan Simon passed?
Dilan Simon has passed 2 licensing exams: the SIE and Series 65. The earliest, the SIE, was passed in April 2025.
Where is Dilan Simon based?
Dilan Simon’s registered office is in Dubuque, IA.
Is Dilan Simon registered with FINRA?
No. Dilan Simon has no current broker registration.
How can I verify Dilan Simon’s record?
Search CRD 7128230 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Dilan Simon’s full registration record.