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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
IL RA APPROVED 2024-07-22
MI RA APPROVED 2024-07-22
TX RA APPROVED 2022-09-07
WI RA APPROVED 2020-11-18
  • IL RA
    APPROVED
    Since 2024-07-22
  • MI RA
    APPROVED
    Since 2024-07-22
  • TX RA
    APPROVED
    Since 2022-09-07
  • WI RA
    APPROVED
    Since 2020-11-18

Branch Locations

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

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

100 West Lawrence Street Suite 500, Appleton, WI 54911 • 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
Hantz Financial Services Southfield MI 06/2015 08/2019
Cliftonlarsonallen Wealth Advisors, Llc Appleton WI 09/2019 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-01-30
  • S66 Uniform Combined State Law Examination
    2017-01-30
Designations
Other Names
  • Tatum Cassandra Uecke
  • Tatum Uecke

View on SEC IAPD

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