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Triston Kane Richert

Cliftonlarsonallen Wealth Advisors, LLC

Minneapolis, MN

Minneapolis, MN

CRD 7220413

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Employer firm

Cliftonlarsonallen Wealth Advisors, LLC CRD 38357

$14.4B regulatory AUM 575 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Cliftonlarsonallen Wealth Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2024-01-17
MN RA APPROVED 2021-05-18
  • NE RA
    APPROVED
    Since 2024-01-17
  • MN RA
    APPROVED
    Since 2021-05-18

Branch Locations

220 S. Sixth Street Suite 300, Minneapolis, MN 55402-4505 • 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
Aei Fund Management, Inc. St. Paul MN 05/2018 11/2020
University Of Minnesota Crookston Crookston MN 08/2017 12/2017
Crookston Sports Center Crookston MN 10/2017 04/2018
Norsk Concrete Construction, Inc Blaine MN 05/2015 08/2017
Unemployed St. Paul MN 11/2020 12/2020
Cliftonlarsonallen Wealth Advisors Minneapolis MN 01/2021 Present
  • 05/2018 → 11/2020
    Aei Fund Management, Inc.
    St. Paul, MN
  • 08/2017 → 12/2017
    University Of Minnesota Crookston
    Crookston, MN
  • 10/2017 → 04/2018
    Crookston Sports Center
    Crookston, MN
  • 05/2015 → 08/2017
    Norsk Concrete Construction, Inc
    Blaine, MN
  • 11/2020 → 12/2020
    Unemployed
    St. Paul, MN
  • 01/2021 → Present
    Cliftonlarsonallen Wealth Advisors
    Minneapolis, MN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-05-17
  • S65 Uniform Investment Adviser Law Examination
    2021-05-17
Other Names
  • Tristan Kane Richert

View on SEC IAPD

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Nearby Investors

Matthew William Hogan
GREGORY ALAN KLEIN
Bryon Andrew Eggan

Nearby Offices

HAYS FINANCIAL GROUP, LLC · MINNEAPOLIS, MN
THRIVENT ASSET MANAGEMENT, LLC · MINNEAPOLIS, MN
THRIVENT PRIVATE INVESTMENTS · MINNEAPOLIS, MN

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