Robert Boll has been an investment adviser representative at Van Clemens Wealth Management since March 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.
Robert Boll’s longest registration was 1 year at La Crosse Financial Planning Inc. (2021–2022). Before joining Van Clemens Wealth Management in 2026, Robert Boll was registered through La Crosse Financial Planning Inc.
- – present · under a yearBloomington, MN · Adviser representative · Firm CRD 297362
- La Crosse Financial Planning Inc.– · 1 yearLa Crosse, WI · Adviser representative · Firm CRD 313361
Investment adviser representative registrations
Robert Boll is registered as an investment adviser representative in Minnesota, since March 2026.
- MinnesotaSince 31 March 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 20 January 2026 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 7476031
- Firm
- Van Clemens Wealth Management · CRD 297362
- Office
- 3601 Minnesota Dr., Suite 660, Bloomington, MN 55435
- Registration
- Investment adviser registration
- In the industry since
- March 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does Robert Boll work?
Robert Boll is an investment adviser representative registered through Van Clemens Wealth Management, LLC since March 2026, and is not listed among the firm’s executive officers or direct owners.
Is Robert Boll a financial advisor?
Yes. Robert Boll has a current investment-adviser registration in Minnesota, through Van Clemens Wealth Management since March 2026.
How many years of experience does Robert Boll have?
Robert Boll has 1 year in the financial industry, since March 2025, across 2 adviser firms.
What exams has Robert Boll passed?
Robert Boll passed the Series 65 in January 2026.
Where did Robert Boll work before Van Clemens Wealth Management?
Before Van Clemens Wealth Management, Robert Boll was registered through La Crosse Financial Planning Inc., December 2021 to December 2022.
Where is Robert Boll based?
Robert Boll’s registered office is in Bloomington, MN.
Is Robert Boll registered with FINRA?
No. Robert Boll has no current broker registration.
How can I verify Robert Boll’s record?
Search CRD 7476031 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robert Boll’s full registration record.