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Trevor Jon Schmitz

Cliftonlarsonallen Wealth Advisors, LLC

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 2024-07-25
WI RA APPROVED 2024-07-24
TX RA APPROVED 2023-08-17
MN RA APPROVED 2022-01-04
  • FL RA
    APPROVED
    Since 2024-07-25
  • WI RA
    APPROVED
    Since 2024-07-24
  • TX RA
    APPROVED
    Since 2023-08-17
  • MN RA
    APPROVED
    Since 2022-01-04

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

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 Minneapolis MN 09/2021 Present
Nuveen Investments Minneapolis MN 03/2020 09/2021
Nuveen Investments Minneapolis MN 09/2015 03/2020
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-01-04
  • S65 Uniform Investment Adviser Law Examination
    2022-01-04
Designations

View on SEC IAPD

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