RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Kurt David Wedewer
- Title
- Head of Retirement Plansreportedvanclemens.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Van Clemens Wealth Management, LLC independent RIA currentsince Aug 26, 2026 · Dubuque, Ia
- Contego Capital Group, Inc. mixed wealthFeb 26, 2024 to Aug 28, 2026 · Edina, Mn
- Elevation Point Wealth Partners, LLC independent RIAFeb 17, 2023 to Jan 23, 2024 · Dubuque, Ia
- Accel Wealth Management independent RIAJun 7, 2021 to Dec 5, 2022 · Waverly, Ia
- Accel Wealth Management independent RIAJun 4, 2021 to Jun 4, 2021 · Waverly, Ia
- Mid Atlantic Financial Management, Inc. formerNov 11, 2020 to Jun 7, 2021 · Dubuque, Ia
- Contego Capital Group, Inc. to Van Clemens Wealth Management, LLCleft Aug 28, 2026, registered Aug 26, 2026 (-2 days) · RIA to RIA · moved with a team
- Elevation Point Wealth Partners, LLC to Contego Capital Group, Inc.left Jan 23, 2024, registered Feb 26, 2024 (34 days) · RIA to RIA
- Accel Wealth Management to Elevation Point Wealth Partners, LLCleft Dec 5, 2022, registered Feb 17, 2023 (74 days) · RIA to RIA
- Mid Atlantic Financial Management, Inc. to Accel Wealth Managementleft Jun 7, 2021, registered Jun 4, 2021 (-3 days) · Affiliated broker-dealer or bank to independent RIA
- Kurt David Wedewer left Contego Capital Group, Inc. for Van Clemens Wealth Management, Llc (registered 2026-08-26)Aug 28, 2026 · Advisor changed firm · fact
- Kurt David Wedewer left Elevation Point Wealth Partners, Llc for Contego Capital Group, Inc. (registered 2024-02-26)Jan 23, 2024 · Advisor changed firm · fact
- Kurt David Wedewer left Accel Wealth Management for Elevation Point Wealth Partners, Llc (registered 2023-02-17)Dec 5, 2022 · Advisor changed firm · fact
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 36derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address