Terry Lindner has been an investment adviser representative at Van Clemens Wealth Management since February 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.
Terry Lindner’s longest registration was 8 years at Waddell & Reed (2012–2021). Before joining Van Clemens Wealth Management in 2026, Terry Lindner was registered through Waddell & Reed.
- – present · under a yearBloomfield Hills, MI · Adviser representative · Firm CRD 297362
- Waddell & Reed– · 8 yearsHamden, CT · Adviser representative · Firm CRD 866
Investment adviser representative registrations
Terry Lindner is registered as an investment adviser representative in Michigan, since February 2026.
- MichiganSince 6 February 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 21 April 2026 |
| Series 26 | Investment Company Products/Variable Contracts Principal Examination | 5 February 2026 |
| Series 24 | General Securities Principal Examination | 23 September 2022 |
| Series 7TO | General Securities Representative Examination | 23 September 2022 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 51 | Municipal Fund Securities Principal Examination | 12 March 2003 |
| Series 7 | General Securities Representative Examination | 31 July 1996 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 10 July 1989 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Principal Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Municipal Fund Securities Principal Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Terry Morrell Lindner
- CRD
- 1968391
- Firm
- Van Clemens Wealth Management · CRD 297362
- Office
- Bloomfield Hills, MI
- Registration
- Investment adviser and broker registrations
- In the industry since
- June 1994
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Terry Lindner work?
Terry Lindner is an investment adviser representative registered through Van Clemens Wealth Management, LLC since February 2026, and is not listed among the firm’s executive officers or direct owners.
Is Terry Lindner a financial advisor?
Yes. Terry Lindner has a current investment-adviser registration in Michigan, through Van Clemens Wealth Management since February 2026.
How many years of experience does Terry Lindner have?
Terry Lindner has 32 years in the financial industry, since June 1994, across 2 adviser firms.
What exams has Terry Lindner passed?
Terry Lindner has passed 7 licensing exams: the Series 6, Series 7, Series 51, Series 24, Series 7TO, Series 26 and Series 63. The earliest, the Series 6, was passed in July 1989. FINRA credited Terry Lindner with the SIE, which began in October 2018.
Where did Terry Lindner work before Van Clemens Wealth Management?
Before Van Clemens Wealth Management, Terry Lindner was registered through Waddell & Reed, October 2012 to April 2021.
Where is Terry Lindner based?
Terry Lindner’s registered office is in Bloomfield Hills, MI.
Is Terry Lindner registered with FINRA?
Yes. Terry Lindner has a current broker registration, under CRD 1968391.
Source: FINRA BrokerCheck
How can I verify Terry Lindner’s record?
Search CRD 1968391 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Terry Lindner’s full registration record.