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Benjamin Matthew Westerman

Cliftonlarsonallen Wealth Advisors, LLC

Minneapolis, MN

St. Louis, MO

Minneapolis, MN

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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
GA RA APPROVED 2026-06-15
FL RA APPROVED 2026-05-26
CO RA APPROVED 2026-05-04
PA RA APPROVED 2026-05-04
IL RA APPROVED 2026-02-03
IN RA APPROVED 2025-10-24
TX RA APPROVED 2025-05-20
MO RA APPROVED 2025-01-09
  • GA RA
    APPROVED
    Since 2026-06-15
  • FL RA
    APPROVED
    Since 2026-05-26
  • CO RA
    APPROVED
    Since 2026-05-04
  • PA RA
    APPROVED
    Since 2026-05-04
  • IL RA
    APPROVED
    Since 2026-02-03
  • IN RA
    APPROVED
    Since 2025-10-24
  • TX RA
    APPROVED
    Since 2025-05-20
  • MO RA
    APPROVED
    Since 2025-01-09

Branch Locations

220 S. Sixth Street Suite 300, Minneapolis, MN 55402-4505 • UNITED STATES

600 Washington Street Suite 1800, St. Louis, MO 63101 • United States

220 South 6Th Street Suite 300, Minneapolis, MN 55402-1418 • 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
Hm Capital Management Clayton MO 11/2012 01/2022
Resources Investment Advisors, Llc Overland Park KS 01/2022 01/2024
Cliftonlarsonallen Wealth Advisors Llc St. Louis MO 01/2025 Present
Cliftonlarsonallen, Llp St. Louis MO 01/2024 12/2024
  • 11/2012 → 01/2022
    Hm Capital Management
    Clayton, MO
  • 01/2022 → 01/2024
    Resources Investment Advisors, Llc
    Overland Park, KS
  • 01/2025 → Present
    Cliftonlarsonallen Wealth Advisors Llc
    St. Louis, MO
  • 01/2024 → 12/2024
    Cliftonlarsonallen, Llp
    St. Louis, MO
Previous Registrations
  • 2022-01-26 → 2024-01-08
    Onedigital
    Clayton, MO
    Overland Park, KS
  • 2013-05-06 → 2023-01-02
    Hm Capital Management, Llc
    Clayton, MO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-05-03
  • S65 Uniform Investment Adviser Law Examination
    2013-05-03
Designations

View on SEC IAPD

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