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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 |
|---|---|---|---|
| OH | RA | APPROVED | 2026-02-04 |
| MI | RA | APPROVED | 2025-10-24 |
| NY | RA | APPROVED | 2025-02-03 |
| IA | RA | APPROVED | 2024-12-18 |
| AZ | RA | APPROVED | 2024-08-08 |
| FL | RA | APPROVED | 2024-07-26 |
| MO | RA | APPROVED | 2024-07-25 |
| TX | RA | APPROVED | 2018-07-18 |
| IL | RA | APPROVED | 2016-03-09 |
Branch Locations
301 Sw Adams Suite 1000, Peoria, IL 61602 • United States
220 S. Sixth Street Suite 300, Minneapolis, MN 55402-4505 • 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 |
|---|---|---|---|---|
| Cliftonlarsonallen Wealth Advisors, Llc | Peoria | IL | 03/2016 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-15 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-08 |
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