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RIA / WealthAdvisordual registered (broker-dealer)37 years in industry

ROBERT EUGENE LONG

Advisor at VAN CLEMENS WEALTH MANAGEMENT, LLC

MINNEAPOLIS, MN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:5b4d15c4-443a-eee7-4b3c-7107e7bb6b39

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:44 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Jan 4, 2006 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: VAN CLEMENS WEALTH MANAGEMENT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 8, 1989earliest registration or exam on IAPD
Years in industry: 37derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Feb 8, 1989
First registration: Jan 4, 2006
Dual registered: yes, broker-dealer
Other names: BOB LONG
IAPD individual key: 1522998

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
VAN CLEMENS WEALTH MANAGEMENT, LLC	Independent wealth	Sep 14, 2023	n/a	yes	MINNEAPOLIS, MN	Current employment
THE OAK RIDGE FINANCIAL SERVICES GROUP, INC	Independent wealth	Aug 13, 2018	Sep 14, 2023	no	GOLDEN VALLEY, MN\|GOLDEN VALLEY, MN\|GOLDEN VALLEY, MN	Previous registration
FELTL ADVISORS	Independent wealth	Sep 16, 2013	Sep 7, 2018	no	PLYMOUTH, MN	Previous registration
FELTL AND COMPANY	Former SEC adviser	Jun 6, 2013	Dec 20, 2013	no	PLYMOUTH, MN\|Plymouth, MN	Previous registration
OPPENHEIMER & CO. INC.	Bd affiliated wealth	Jan 11, 2008	Feb 2, 2012	no	MINNEAPOLIS, MN	Previous registration
RBC CAPITAL MARKETS, LLC	National bd RIA	Jan 4, 2006	Jan 24, 2008	no	MINNEAPOLIS, MN\|MINNEAPOLIS, MN	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
THE OAK RIDGE FINANCIAL SERVICES GROUP, INC	VAN CLEMENS WEALTH MANAGEMENT, LLC	Sep 14, 2023	Sep 14, 2023	0	Firm change	Ibd to RIA
FELTL ADVISORS	THE OAK RIDGE FINANCIAL SERVICES GROUP, INC	Sep 7, 2018	Aug 13, 2018	-25	Firm change	RIA to ibd
FELTL AND COMPANY	FELTL ADVISORS	Dec 20, 2013	Sep 16, 2013	-95	Firm change after gap	Other
OPPENHEIMER & CO. INC.	FELTL AND COMPANY	Feb 2, 2012	Jun 6, 2013	490	Firm change after gap	Other
RBC CAPITAL MARKETS, LLC	OPPENHEIMER & CO. INC.	Jan 24, 2008	Jan 11, 2008	-13	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
165244:42941:MN:2018-09-07	Sep 7, 2018	Aug 13, 2018	PLYMOUTH, MN	Firm change

Relationships

Registered with (6)

→ VAN CLEMENS WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Sep 14, 2023 to presentfactForm ADV
→ THE OAK RIDGE FINANCIAL SERVICES GROUP, INCRegistered adviserregistration: previous registration
Aug 13, 2018 to Sep 14, 2023factForm ADV
→ FELTL ADVISORSRegistered adviserregistration: previous registration
Sep 16, 2013 to Sep 7, 2018factForm ADV
→ FELTL AND COMPANYRegistered adviserregistration: previous registration
Jun 6, 2013 to Dec 20, 2013factForm ADV
→ OPPENHEIMER & CO. INC.Registered adviserregistration: previous registration
Jan 11, 2008 to Feb 2, 2012factForm ADV
→ RBC CAPITAL MARKETS, LLCRegistered adviserregistration: previous registration
Jan 4, 2006 to Jan 24, 2008factForm ADV

Dated events

Occurred
Sep 14, 2023
Advisor changed firm
Robert Eugene Long left The Oak Ridge Financial Services Group, Inc for Van Clemens Wealth Management, Llc (registered 2023-09-14)
Form ADVobserved 6 days ago