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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
WI RA APPROVED 2026-05-04
AZ RA APPROVED 2024-08-02
FL RA APPROVED 2024-07-19
MN RA APPROVED 2014-01-21
  • WI RA
    APPROVED
    Since 2026-05-04
  • AZ RA
    APPROVED
    Since 2024-08-02
  • FL RA
    APPROVED
    Since 2024-07-19
  • MN RA
    APPROVED
    Since 2014-01-21

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 05/2006 Present
Cliftonlarsonallen Llp Minneapolis MN 11/2014 Present
Other Businesses

THE INDIVIDUAL IS A PRINCIPAL OF CLIFTONLARSONALLEN LLP.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2019-10-11
  • S63 Uniform Securities Agent State Law Examination
    2019-10-11
Designations

View on SEC IAPD

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