Joshua Ross has been an investment adviser representative at Van Clemens Wealth Management since January 2023, 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 · 3 yearsBismarck, ND · Adviser representative · Firm CRD 297362
Investment adviser representative registrations
Joshua Ross is registered as an investment adviser representative in 2 states. Each was approved in January 2023.
- MinnesotaSince 17 January 2023
- North DakotaSince 24 January 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 9 January 2023 |
| Series 7TO | General Securities Representative Examination | 20 December 2022 |
| SIE | Securities Industry Essentials Examination | 17 October 2022 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Joshua Hugh Ross
- CRD
- 7665794
- Firm
- Van Clemens Wealth Management · CRD 297362
- Office
- 4007 State St., Suite 114, Bismarck, ND 58503
- Registration
- Investment adviser and broker registrations
- In the industry since
- December 2022
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Joshua Ross work?
Joshua Ross is an investment adviser representative registered through Van Clemens Wealth Management, LLC since January 2023, and is not listed among the firm’s executive officers or direct owners.
Is Joshua Ross a financial advisor?
Yes. Joshua Ross has a current investment-adviser registration in Minnesota and North Dakota, through Van Clemens Wealth Management since January 2023.
How many years of experience does Joshua Ross have?
Joshua Ross has 3 years in the financial industry, since December 2022, across 1 adviser firm.
What exams has Joshua Ross passed?
Joshua Ross has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in October 2022.
Where is Joshua Ross based?
Joshua Ross’ registered office is in Bismarck, ND.
Is Joshua Ross registered with FINRA?
Yes. Joshua Ross has a current broker registration, under CRD 7665794.
Source: FINRA BrokerCheck
How can I verify Joshua Ross’ record?
Search CRD 7665794 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Joshua Ross’ full registration record.