Robert Long has been an investment adviser representative at Van Clemens Wealth Management since September 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.
Robert Long’s longest registration was 5 years at The Oak Ridge Financial Services Group, Inc (2018–2023). Before joining Van Clemens Wealth Management in 2023, Robert Long was registered through The Oak Ridge Financial Services Group, Inc and Feltl Advisors.
- – present · 3 yearsMinneapolis, MN · Adviser representative · Firm CRD 297362
- The Oak Ridge Financial Services Group, Inc– · 5 yearsGolden Valley, MN · Adviser representative · Firm CRD 42941
- Feltl Advisors– · 4 yearsMinnetonka, MN · Adviser representative · Firm CRD 165244
- Feltl Advisors– · under a yearMinnetonka, MN · Adviser representative · Firm CRD 6905
- Oppenheimer & Co. Inc.– · 4 yearsMinneapolis, MN · Adviser representative · Firm CRD 249
- RBC Dain Rauscher Inc.– · 2 yearsMinneapolis, MN · Adviser representative · Firm CRD 31194
Investment adviser representative registrations
Robert Long is registered as an investment adviser representative in Minnesota, since September 2023.
- MinnesotaSince 14 September 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 29 April 2006 |
| Series 31 | Futures Managed Funds Examination | 28 July 2003 |
| Series 63 | Uniform Securities Agent State Law Examination | 8 February 1989 |
| Series 7 | General Securities Representative Examination | 21 January 1989 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Robert Eugene Long
- CRD
- 1522998
- Firm
- Van Clemens Wealth Management · CRD 297362
- Office
- 900 2ND AVENUE SOUTH, SUITE 1500, Minneapolis, MN 55402
- Registration
- Investment adviser and broker registrations
- In the industry since
- January 1989
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Robert Long work?
Robert Long is an investment adviser representative registered through Van Clemens Wealth Management, LLC since September 2023, and is not listed among the firm’s executive officers or direct owners.
Is Robert Long a financial advisor?
Yes. Robert Long has a current investment-adviser registration in Minnesota, through Van Clemens Wealth Management since September 2023.
How many years of experience does Robert Long have?
Robert Long has 37 years in the financial industry, since January 1989, across 6 adviser firms.
What exams has Robert Long passed?
Robert Long has passed 4 licensing exams: the Series 7, Series 63, Series 31 and Series 65. The earliest, the Series 7, was passed in January 1989. FINRA credited Robert Long with the SIE, which began in October 2018.
Where did Robert Long work before Van Clemens Wealth Management?
Before Van Clemens Wealth Management, Robert Long was registered through Feltl Advisors, September 2013 to September 2018; Feltl Advisors, June 2013 to December 2013; Oppenheimer & Co. Inc., January 2008 to February 2012; RBC Dain Rauscher Inc., January 2006 to January 2008.
Where is Robert Long based?
Robert Long’s registered office is in Minneapolis, MN.
Is Robert Long registered with FINRA?
Yes. Robert Long has a current broker registration, under CRD 1522998.
Source: FINRA BrokerCheck
How can I verify Robert Long’s record?
Search CRD 1522998 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Robert Long’s full registration record.