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220 South 6Th Street Suite 300, Minneapolis, MN 55402-1418 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2023-05-04 |
Branch Locations
3125 John Joanis Drive, Stevens Point, WI 54482 • United States
220 South 6Th Street Suite 300, Minneapolis, MN 55402-1418 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Auburndale Middle/High School | Auburndale | WI | 04/2013 | 05/2019 |
| University Of Wisconsin Oshkosh | Oshkosh | WI | 09/2019 | 05/2020 |
| University Of Wisconsin Stevens Point | Stevens Point | WI | 09/2020 | 12/2022 |
| Merle Norman & Day Spa Boutique | Marshfield | WI | 01/2014 | 12/2021 |
| Mueller Local | Marshfield | WI | 07/2020 | 01/2021 |
| Northwestern Mutual | Marshfield | WI | 01/2021 | 09/2022 |
| Cliftonlarsonallen Wealth Advisors, Llc | Stevens Point | WI | 09/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-11-16 |
| S65 | Uniform Investment Adviser Law Examination | 2023-05-04 |
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