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Samuel K Mullins

Cliftonlarsonallen Wealth Advisors, LLC

Eau Claire, WI

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

AuthorityCategoryStatusDate
NE RA APPROVED 2026-07-27
FL RA APPROVED 2026-03-19
MN RA APPROVED 2025-10-24
WI RA APPROVED 2024-01-12
  • NE RA
    APPROVED
    Since 2026-07-27
  • FL RA
    APPROVED
    Since 2026-03-19
  • MN RA
    APPROVED
    Since 2025-10-24
  • WI RA
    APPROVED
    Since 2024-01-12

Branch Locations

3402 Oakwood Mall Drive Suite 100, Eau Claire, WI 54701 • 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
Scheels Appleton WI 09/2016 08/2021
Kerntke, Otto, And Mcglone Appleton WI 06/2019 08/2019
University Of Wisconsin - Stevens Point Stevens Point WI 03/2019 05/2021
Student Appleton WI 06/2011 03/2019
Avaii Wealth Management, Llc Appleton WI 07/2021 10/2023
Cliftonlarsonallen Wealth Advisors, Llc Eau Claire WI 01/2024 Present
Unemployed Appleton WI 10/2023 12/2023
  • 09/2016 → 08/2021
    Scheels
    Appleton, WI
  • 06/2019 → 08/2019
    Kerntke, Otto, And Mcglone
    Appleton, WI
  • 03/2019 → 05/2021
    University Of Wisconsin - Stevens Point
    Stevens Point, WI
  • 06/2011 → 03/2019
    Student
    Appleton, WI
  • 07/2021 → 10/2023
    Avaii Wealth Management, Llc
    Appleton, WI
  • 01/2024 → Present
    Cliftonlarsonallen Wealth Advisors, Llc
    Eau Claire, WI
  • 10/2023 → 12/2023
    Unemployed
    Appleton, WI
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2026-03-13
S65 Uniform Investment Adviser Law Examination 2021-06-29
  • S63 Uniform Securities Agent State Law Examination
    2026-03-13
  • S65 Uniform Investment Adviser Law Examination
    2021-06-29
Designations
Other Names
  • Samuel Mullins

View on SEC IAPD

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Other Offices

LASALLE ST. INVESTMENT ADVISORS, L.L.C. · Eau CLAIRE, WI
NICOLET WEALTH MANAGEMENT · Eau Claire, WI
OSAIC WEALTH, INC. · Eau Claire, WI
EDWARD JONES · EAU CLAIRE, WI
RJ HILL'S FINANCIAL SERVICES, LLC · EAU CLAIRE, WI
U.S. BANCORP ADVISORS, LLC · Eau Claire, WI
CETERA INVESTMENT ADVISERS LLC · EAU CLAIRE, WI
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