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CRD 5400733
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 |
|---|---|---|---|
| SC | RA | APPROVED | 2026-05-04 |
| MI | RA | APPROVED | 2025-05-20 |
| FL | RA | APPROVED | 2025-02-04 |
| MN | RA | APPROVED | 2025-01-21 |
| KS | RA | APPROVED | 2024-03-14 |
| MO | RA | APPROVED | 2024-03-14 |
| TX | RA | APPROVED | 2018-07-18 |
| IA | RA | APPROVED | 2016-05-11 |
Branch Locations
5550 Wild Rose Lane Suite 300, West Des Moines, IA 50266 • 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
801 Grand Avenue Suite 3900, Des Moines, IA 50309 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cliftonlarsonallen Wealth Advisors, Llc | West Des Moines | IA | 04/2016 | Present |
| Cliftonlarsonallen Llp | West Des Moines | IA | 11/2019 | Present |
The applicant is a Principal of the parent public accounting firm, CliftonLarsonAllen LLP.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-04-05 |
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