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220 South 6Th Street Suite 300, Minneapolis, MN 55402-1418 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-07-22 |
| MI | RA | APPROVED | 2024-07-22 |
| TX | RA | APPROVED | 2022-09-07 |
| WI | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hantz Financial Services | Southfield | MI | 06/2015 | 08/2019 |
| Cliftonlarsonallen Wealth Advisors, Llc | Appleton | WI | 09/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-01-30 |
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