Whitney Christeson has been an investment adviser representative at Van Clemens Wealth Management since April 2024, 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.
Whitney Christeson’s longest registration was 6 years at Usadvisors Wealth Management, LLC (2019–2025). Before joining Van Clemens Wealth Management in 2024, Whitney Christeson was registered through Usadvisors Wealth Management, LLC and Eagle Strategies LLC.
- – present · 2 yearsMinneapolis, MN · Adviser representative · Firm CRD 297362
- Usadvisors Wealth Management, LLC– · 6 yearsEden Prairie, MN · Adviser representative · Firm CRD 158108
- Eagle Strategies LLC– · 4 yearsEdina, MN · Adviser representative · Firm CRD 110826
- Ameriprise Financial Services, Inc.– · 1 yearMinneapolis, MN · Adviser representative · Firm CRD 6363
Investment adviser representative registrations
Whitney Christeson is registered as an investment adviser representative in Minnesota, since April 2024.
- MinnesotaSince 19 April 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 30 September 2014 |
| Series 63 | Uniform Securities Agent State Law Examination | 23 March 2011 |
| Series 7 | General Securities Representative Examination | 16 March 2011 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Whitney L Christeson
- CRD
- 5889436
- Firm
- Van Clemens Wealth Management · CRD 297362
- Office
- Minneapolis, MN
- Registration
- Investment adviser registration
- In the industry since
- April 2011
- Disciplinary history
- Not yet shown here · SEC record
Where does Whitney Christeson work?
Whitney Christeson is an investment adviser representative registered through Van Clemens Wealth Management, LLC since April 2024, and is not listed among the firm’s executive officers or direct owners.
Is Whitney Christeson a financial advisor?
Yes. Whitney Christeson has a current investment-adviser registration in Minnesota, through Van Clemens Wealth Management since April 2024.
How many years of experience does Whitney Christeson have?
Whitney Christeson has 15 years in the financial industry, since April 2011, across 4 adviser firms.
What exams has Whitney Christeson passed?
Whitney Christeson has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in March 2011. FINRA credited Whitney Christeson with the SIE, which began in October 2018.
Where did Whitney Christeson work before Van Clemens Wealth Management?
Before Van Clemens Wealth Management, Whitney Christeson was registered through Eagle Strategies LLC, October 2014 to February 2019; Ameriprise Financial Services, Inc., April 2013 to May 2014.
Where is Whitney Christeson based?
Whitney Christeson’s registered office is in Minneapolis, MN.
Is Whitney Christeson registered with FINRA?
No. Whitney Christeson has no current broker registration.
How can I verify Whitney Christeson’s record?
Search CRD 5889436 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Whitney Christeson’s full registration record.