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Sherry Lee Salamone

Cliftonlarsonallen Wealth Advisors, LLC

Oak Brook, IL

Minneapolis, MN

Minneapolis, MN

CRD 5211965

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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 2026-06-23
MD RA APPROVED 2024-07-25
IL RA APPROVED 2016-07-12
  • LA RA
    APPROVED
    Since 2026-06-23
  • MD RA
    APPROVED
    Since 2024-07-25
  • IL RA
    APPROVED
    Since 2016-07-12

Branch Locations

2021 Spring Road Suite 200, Oak Brook, IL 60523 • United States

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

220 S. Sixth Street Suite 300, Minneapolis, MN 55402-4505 • 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 Oak Brook IL 06/2016 Present
Previous Registrations
  • 2011-01-06 → 2016-07-01
    Spc
    Lisle, IL
  • 2009-10-05 → 2011-01-11
    Ameriprise Financial Services, Llc
    Chicago, IL
    Naperville, IL
    Downers Grove, IL
  • 2007-03-26 → 2009-10-05
    Ameriprise Advisor Services, Inc.
    Naperville, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-03-23
  • S66 Uniform Combined State Law Examination
    2007-03-23
Other Names
  • Sherry Lee Dumdie
  • Sherry Lee Richard
  • Sherry Lee Richard

View on SEC IAPD

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Nearby Investors

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Nearby Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · OAK BROOK, IL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · OAK BROOK, IL
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · Oak Brook, IL

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