Inactive

Mckenna Makela

Cliftonlarsonallen Wealth Advisors, LLC

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

Authority	Category	Status	Date
WI	RA	APPROVED	2024-03-29

WI RA
APPROVED

Since 2024-03-29

Branch Locations

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

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

Organization	City	State	From	To
Paisan's Restaurant	Middleton	WI	01/2017	11/2020
Northwestern Mutual	Middleton	WI	11/2020	05/2021
Northwestern Mutual	Miami	FL	05/2021	11/2023
Cliftonlarsonallen Wealth Advisors, Llc	Middleton	WI	11/2023	Present
Edgewood College	Madison	WI	08/2016	01/2021

01/2017 → 11/2020

Paisan's Restaurant

Middleton, WI
11/2020 → 05/2021

Northwestern Mutual

Middleton, WI
05/2021 → 11/2023

Northwestern Mutual

Miami, FL
11/2023 → Present

Cliftonlarsonallen Wealth Advisors, Llc

Middleton, WI
08/2016 → 01/2021

Edgewood College

Madison, WI

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-03-29

S65 Uniform Investment Adviser Law Examination

2024-03-29

View on SEC IAPD

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