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150 South Fifth Street Suite 2800, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-07-10 |
| AZ | RA | APPROVED | 2025-07-03 |
| CA | RA | APPROVED | 2025-05-22 |
| CO | RA | APPROVED | 2025-05-22 |
| NH | RA | APPROVED | 2025-05-22 |
| SD | RA | APPROVED | 2025-05-22 |
| TX | RA | APPROVED | 2025-05-22 |
| WI | RA | APPROVED | 2025-05-22 |
| MN | RA | APPROVED | 2023-05-10 |
Branch Locations
150 South Fifth Street Suite 2800, Minneapolis, MN 55402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cliftonlarsonallen Wealth Advisors, Llc | Minneapolis | MN | 05/2015 | 04/2023 |
| Marquette Wealth Management | Minneapolis | MN | 04/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-11-18 |
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