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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
FL RA APPROVED 2026-06-09
LA RA APPROVED 2023-08-22
MN RA APPROVED 2022-01-07
  • FL RA
    APPROVED
    Since 2026-06-09
  • LA RA
    APPROVED
    Since 2023-08-22
  • MN RA
    APPROVED
    Since 2022-01-07

Branch Locations

220 S. Sixth Street Suite 300, Minneapolis, MN 55402-4505 • 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
College Of St. Scholastica Duluth MN 08/2016 11/2016
College Of St. Scholastica Duluth MN 11/2016 02/2017
College Of St. Scholastica Duluth MN 02/2017 06/2017
Cliftonlarson Allen Llp St. Cloud MN 06/2017 08/2017
College Of St. Scholastica Duluth MN 08/2017 11/2017
College Of St. Scholastica Duluth MN 11/2017 02/2018
College Of St. Scholastica Duluth MN 02/2018 05/2019
Unemployed St. Cloud MN 05/2019 10/2019
Lyft Minneapolis MN 10/2019 01/2020
Cliftonlarsonallen Llp Minneapolis MN 01/2020 10/2021
Cliftonlarsonallen Wealth Advisors, Llc Minneapolis MN 10/2021 Present
  • 08/2016 → 11/2016
    College Of St. Scholastica
    Duluth, MN
  • 11/2016 → 02/2017
    College Of St. Scholastica
    Duluth, MN
  • 02/2017 → 06/2017
    College Of St. Scholastica
    Duluth, MN
  • 06/2017 → 08/2017
    Cliftonlarson Allen Llp
    St. Cloud, MN
  • 08/2017 → 11/2017
    College Of St. Scholastica
    Duluth, MN
  • 11/2017 → 02/2018
    College Of St. Scholastica
    Duluth, MN
  • 02/2018 → 05/2019
    College Of St. Scholastica
    Duluth, MN
  • 05/2019 → 10/2019
    Unemployed
    St. Cloud, MN
  • 10/2019 → 01/2020
    Lyft
    Minneapolis, MN
  • 01/2020 → 10/2021
    Cliftonlarsonallen Llp
    Minneapolis, MN
  • 10/2021 → Present
    Minneapolis, MN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-01-07
  • S65 Uniform Investment Adviser Law Examination
    2022-01-07
Designations

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