Adviser and broker representative · Van Clemens Wealth Management, LLC
Terry M. Lindner
CRD 1968391 · Bloomfield Hills, MI
At a glance
Terry M. Lindner is an investment adviser representative with Van Clemens Wealth Management, LLC in Bloomfield Hills, MI, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Terry’s SEC record dates to 2012, about 14 years ago. Terry is also registered as a broker representative. Designations on file: Chartered Financial Consultant.
Current advisory firm
- Van Clemens Wealth Management, LLCSince February 2026Bloomfield Hills, MI · $470M in regulatory assets
SEC adviser record
- Registered since
- 2012 (14 years)
- Designations
- Chartered Financial Consultant
- Exams
- Series 63
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Terry’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.