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Current Employers
Cliftonlarsonallen Wealth Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
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
  • SC RA
    APPROVED
    Since 2026-05-04
  • MI RA
    APPROVED
    Since 2025-05-20
  • FL RA
    APPROVED
    Since 2025-02-04
  • MN RA
    APPROVED
    Since 2025-01-21
  • KS RA
    APPROVED
    Since 2024-03-14
  • MO RA
    APPROVED
    Since 2024-03-14
  • TX RA
    APPROVED
    Since 2018-07-18
  • IA RA
    APPROVED
    Since 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

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 West Des Moines IA 04/2016 Present
Cliftonlarsonallen Llp West Des Moines IA 11/2019 Present
Previous Registrations
Other Businesses

The applicant is a Principal of the parent public accounting firm, CliftonLarsonAllen LLP.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2019-04-05
  • S63 Uniform Securities Agent State Law Examination
    2019-04-05
Designations

View on SEC IAPD

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