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Brian Matthew D'ORazio

Cliftonlarsonallen Wealth Advisors, LLC

Minneapolis, MN

Denver, CO

Minneapolis, MN

CRD 4932503

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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
PA RA APPROVED 2026-05-04
GA RA APPROVED 2026-02-04
CA RA APPROVED 2024-09-06
MN RA APPROVED 2024-09-06
NC RA APPROVED 2024-09-06
CO RA APPROVED 2012-02-27
  • PA RA
    APPROVED
    Since 2026-05-04
  • GA RA
    APPROVED
    Since 2026-02-04
  • CA RA
    APPROVED
    Since 2024-09-06
  • MN RA
    APPROVED
    Since 2024-09-06
  • NC RA
    APPROVED
    Since 2024-09-06
  • CO RA
    APPROVED
    Since 2012-02-27

Branch Locations

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

2001 16Th Street Suite 1700, Denver, CO 80202 • United States

220 S. Sixth Street Suite 300, Minneapolis, MN 55402-4505 • 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
Cliftonlarsonallen Wealth Advisors, Llc Greenwood Village CO 02/2012 Present
Previous Registrations
  • 2005-03-17 → 2012-02-27
    Clifton Gunderson Wealth Advisors
    Greenwood Village, CO
    Joliet, IL
    Oak Brook, IL
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2007-02-08
S65 Uniform Investment Adviser Law Examination 2005-03-02
  • S63 Uniform Securities Agent State Law Examination
    2007-02-08
  • S65 Uniform Investment Adviser Law Examination
    2005-03-02
Designations
  • Certified Financial Planner
  • Chartered Financial Analyst
Other Names
  • Brian Matthew D'ORazio
  • Brian Matthew Dorazio

View on SEC IAPD

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Nearby Offices

HAYS FINANCIAL GROUP, LLC · MINNEAPOLIS, MN
THRIVENT ASSET MANAGEMENT, LLC · MINNEAPOLIS, MN
THRIVENT PRIVATE INVESTMENTS · MINNEAPOLIS, MN

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