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Kaitlyn Alyssa Friant

Cliftonlarsonallen Wealth Advisors, LLC

Middleton, WI

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
WA RA APPROVED 2026-01-29
WI RA APPROVED 2019-02-06
  • WA RA
    APPROVED
    Since 2026-01-29
  • WI RA
    APPROVED
    Since 2019-02-06

Branch Locations

8215 Greenway Blvd. Suite 600, Middleton, WI 53562 • United States

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 Middleton WI 09/2017 Present
Kohl's Madison WI 06/2017 11/2017
Capital Wealth Advisory Group Madison WI 05/2016 05/2017
Uw Madison School Of Human Ecology Madison WI 01/2016 05/2017
  • 09/2017 → Present
    Cliftonlarsonallen Wealth Advisors, Llc
    Middleton, WI
  • 06/2017 → 11/2017
    Kohl's
    Madison, WI
  • 05/2016 → 05/2017
    Capital Wealth Advisory Group
    Madison, WI
  • 01/2016 → 05/2017
    Uw Madison School Of Human Ecology
    Madison, WI
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2021-11-05
S65 Uniform Investment Adviser Law Examination 2019-02-05
  • S63 Uniform Securities Agent State Law Examination
    2021-11-05
  • S65 Uniform Investment Adviser Law Examination
    2019-02-05
Other Names
  • Kaity Friant

View on SEC IAPD

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Other Offices

STRATEGIC ADVISERS LLC · MIDDLETON, WI
CANOPY WEALTH MANAGEMENT · MIDDLETON, WI
MORGAN STANLEY · Middleton, WI
AMERIPRISE FINANCIAL SERVICES, LLC · Middleton, WI
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · MIDDLETON, WI
JACOBSON & SCHMITT ADVISORS, LLC · MIDDLETON, WI
CHARLES SCHWAB & CO., INC. · Middleton, WI
EDWARD JONES · MIDDLETON, WI

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