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Clanton Financial Partners, LLC CRD 333591
$30.5M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Saint Paul, MN • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-31 |
| TX | RA | APPROVED_RES | 2025-01-09 |
| MN | RA | APPROVED | 2025-01-02 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Retirement Advisors, Llc | St. Paul | MN | 01/2014 | 02/2021 |
| Transamerica Investors Securities Corporation | St. Paul | MN | 01/2014 | 02/2021 |
| Mml Investors Services, Llc | White Bear Lake | MN | 02/2021 | 01/2025 |
| Clanton Financial Partners, Llc | Saint Paul | MN | 01/2025 | Present |
1) Licensed insurance agent; Not investment-related; Same address; Insurance sales; Implementation of insurance recommendations; Approx. 10% of time during the month. 2) Visibility Innovations; Not investment-related; 2363 C Upper Traverse Way, Vail, CO 81657; Chief Financial Officer; Financial consulting services; Develop budget proposals, provide access to project financial information, ensure contract/grant compliance and reporting; Approx. 10% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-08-24 |
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