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Mckenna Makela

Cliftonlarsonallen Wealth Advisors, LLC

Middleton, WI

Minneapolis, MN

CRD 7315041

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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
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
OrganizationCityStateFromTo
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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-03-29
  • S65 Uniform Investment Adviser Law Examination
    2024-03-29

View on SEC IAPD

Nearby Firms

STRATEGIC ADVISERS LLC
CANOPY WEALTH MANAGEMENT
MORGAN STANLEY

Nearby Investors

JOHN-THOMAS PETREE
BRIAN VETROVEC
JAMES P SOLBERG

Nearby Offices

STRATEGIC ADVISERS LLC · MIDDLETON, WI
CANOPY WEALTH MANAGEMENT · MIDDLETON, WI
MORGAN STANLEY · Middleton, WI

More in Middleton, WI

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