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David Michael Schian

Cliftonlarsonallen Wealth Advisors, LLC

Eau Claire, WI

Minneapolis, MN

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
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
  • FL RA
    APPROVED
    Since 2026-03-19
  • NC RA
    APPROVED
    Since 2024-12-18
  • MN RA
    APPROVED
    Since 2024-03-19
  • NE RA
    APPROVED
    Since 2021-08-05
  • TX RA
    APPROVED
    Since 2021-08-04
  • WI RA
    APPROVED
    Since 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

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 Eau Claire WI 06/2015 Present
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2019-03-29
S65 Uniform Investment Adviser Law Examination 2015-12-14
  • S63 Uniform Securities Agent State Law Examination
    2019-03-29
  • S65 Uniform Investment Adviser Law Examination
    2015-12-14
Designations

View on SEC IAPD

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Other Offices

LASALLE ST. INVESTMENT ADVISORS, L.L.C. · Eau CLAIRE, WI
NICOLET WEALTH MANAGEMENT · Eau Claire, WI
OSAIC WEALTH, INC. · Eau Claire, WI
EDWARD JONES · EAU CLAIRE, WI
RJ HILL'S FINANCIAL SERVICES, LLC · EAU CLAIRE, WI
U.S. BANCORP ADVISORS, LLC · Eau Claire, WI
CETERA INVESTMENT ADVISERS LLC · EAU CLAIRE, WI
EDWARD JONES · EAU CLAIRE, WI

More in Eau Claire, WI

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