Best Investors Account Sign in

Sarah Elizabeth Jensen

Cliftonlarsonallen Wealth Advisors, LLC

Minneapolis, MN

Middleton, WI

Claim This Profile
Current Employers
Cliftonlarsonallen Wealth Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2012-02-27
  • WI RA
    APPROVED
    Since 2012-02-27

Branch Locations

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

8215 Greenway Blvd. Suite 600, Middleton, WI 53562 • 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 Middleton WI 02/2012 Present
Previous Registrations
  • 2008-03-26 → 2012-02-27
    Clifton Gunderson Wealth Advisors
    Middleton, WI
    Madison, WI
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2023-08-03
S65 Uniform Investment Adviser Law Examination 2008-03-25
  • S63 Uniform Securities Agent State Law Examination
    2023-08-03
  • S65 Uniform Investment Adviser Law Examination
    2008-03-25
Other Names
  • Sarah Elizabeth Stelzer
  • Sarah Elizabeth Stelzer

View on SEC IAPD

Other Firms

HAYS FINANCIAL GROUP, LLC
THRIVENT ASSET MANAGEMENT, LLC
THRIVENT PRIVATE INVESTMENTS
THRIVENT FINANCIAL FOR LUTHERANS
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
VAN CLEMENS WEALTH MANAGEMENT, LLC
LOGAN PARK WEALTH MANAGEMENT

Other Investors

Matthew William Hogan
GREGORY ALAN KLEIN
Bryon Andrew Eggan
JAMES P MILEY
ROBYN MARY JOYNER
Cole Hendrickson Carter
Casey Mitchell
Jennifer Elizabeth Finn

Other Offices

HAYS FINANCIAL GROUP, LLC · MINNEAPOLIS, MN
THRIVENT ASSET MANAGEMENT, LLC · MINNEAPOLIS, MN
THRIVENT PRIVATE INVESTMENTS · MINNEAPOLIS, MN
THRIVENT FINANCIAL FOR LUTHERANS · MINNEAPOLIS, MN
CETERA INVESTMENT ADVISERS LLC · MINNEAPOLIS, MN
THRIVENT ASSET MANAGEMENT, LLC · Minneapolis, MN
LPL FINANCIAL LLC · MINNEAPOLIS, MN
THRIVENT ASSET MANAGEMENT, LLC · Minneapolis, MN

More in Minneapolis, MN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor