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Curtis Roger Williams

Cliftonlarsonallen Wealth Advisors, LLC

Addison, TX

Minneapolis, MN

CRD 4005700

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Employer firm

Cliftonlarsonallen Wealth Advisors, LLC CRD 38357

$14.4B regulatory AUM 575 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Cliftonlarsonallen Wealth Advisors, Llc

220 South 6Th Street Suite 300, Minneapolis, MN 55402-1418 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2025-01-16
MO RA APPROVED 2024-07-18
TX RA APPROVED 2019-05-13
  • LA RA
    APPROVED
    Since 2025-01-16
  • MO RA
    APPROVED
    Since 2024-07-18
  • TX RA
    APPROVED
    Since 2019-05-13

Branch Locations

15303 N Dallas Parkway Suite 1400, Addison, TX 75001 • United States

220 South 6Th Street Suite 300, Minneapolis, MN 55402-1418 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cliftonlarsonallen Wealth Advisors, Llc Dallas TX 03/2017 Present
Unemployed Dallas TX 07/2016 03/2017
Other Businesses

Professional educator and grader for the CFA Institute spending 40 hours per year during non-business hours and earn $1,875 annually.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2000-04-04
  • S63 Uniform Securities Agent State Law Examination
    2000-04-04
Designations
  • Certified Financial Planner
  • Chartered Financial Analyst
Other Names
  • Curtis Alan Williams

View on SEC IAPD

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