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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-12 |
| WI | RA | APPROVED | 2026-05-11 |
Branch Locations
310 Pinnacle Way Suite 200, Eau Claire, WI 54701-3413 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cliftonlarsonallen Wealth Advisors, Llc | Eau Claire | WI | 11/2003 | 12/2025 |
| Cliftonlarsonallen Llp | Eau Claire | WI | 11/2003 | 12/2025 |
| Ameriprise Financial Services, Llc | Chippewa Falls | WI | 03/2026 | Present |
Business Ownership; SKAAK, LLC; Member; Manage Ameriprise Business; 310 Pinnacle Way, Suite 200, Eau Claire, WI, 54701; Investment-Related; 06/15/2026; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; SKAAK, LLC; Member; Manage advisory business; 310 Pinnacle Way, Suite 200, Eau Claire, WI, 54701; Investment-Related; 06/15/2026; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-10-03 |
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