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Cliftonlarsonallen Wealth Advisors, LLC CRD 38357
$14.4B regulatory AUM 575 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
220 South 6Th Street Suite 300, Minneapolis, MN 55402-1418 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-11-25 |
| CT | RA | APPROVED | 2024-08-02 |
| PA | RA | APPROVED | 2024-07-30 |
| MD | RA | APPROVED | 2024-07-29 |
| NE | RA | APPROVED | 2024-03-19 |
| CA | RA | APPROVED | 2024-03-06 |
| TX | RA | APPROVED_RES | 2023-08-21 |
| AZ | RA | APPROVED | 2019-12-16 |
Branch Locations
5255 East Williams Center Suite 5000, Tucson, AZ 85711 • United States
220 South 6Th Street Suite 300, Minneapolis, MN 55402-1418 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Tucson | AZ | 06/2018 | 08/2019 |
| Cliftonlarsonallen Wealth Advisors, Llc | Tucson | AZ | 09/2019 | Present |
| Northern Trust Securities, Inc. | Los Angeles | CA | 05/2005 | 06/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-11-22 |
| S63 | Uniform Securities Agent State Law Examination | 2000-12-19 |
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