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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-19 |
| NC | RA | APPROVED | 2024-12-18 |
| MN | RA | APPROVED | 2024-03-19 |
| NE | RA | APPROVED | 2021-08-05 |
| TX | RA | APPROVED | 2021-08-04 |
| WI | RA | APPROVED | 2015-12-14 |
Branch Locations
3402 Oakwood Mall Drive Suite 100, Eau Claire, WI 54701 • 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cliftonlarsonallen Wealth Advisors, Llc | Eau Claire | WI | 06/2015 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-03-29 |
| S65 | Uniform Investment Adviser Law Examination | 2015-12-14 |
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