Best Investors Account Sign in
Current Employers
Cliftonlarsonallen Wealth Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2024-08-02
FL RA APPROVED 2024-07-19
IL RA APPROVED 2024-07-18
WI RA APPROVED 2024-07-18
NE RA APPROVED 2024-01-17
MN RA APPROVED 2018-10-08
  • AZ RA
    APPROVED
    Since 2024-08-02
  • FL RA
    APPROVED
    Since 2024-07-19
  • IL RA
    APPROVED
    Since 2024-07-18
  • WI RA
    APPROVED
    Since 2024-07-18
  • NE RA
    APPROVED
    Since 2024-01-17
  • MN RA
    APPROVED
    Since 2018-10-08

Branch Locations

220 S. Sixth Street Suite 300, Minneapolis, MN 55402-4505 • UNITED STATES

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
Haskell's Inc. Minneapolis MN 10/2010 06/2018
Cliftonlarsonallen Wealth Advisors, Llc Minneapolis MN 07/2018 Present
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2026-02-20
S65 Uniform Investment Adviser Law Examination 2018-10-08
  • S63 Uniform Securities Agent State Law Examination
    2026-02-20
  • S65 Uniform Investment Adviser Law Examination
    2018-10-08
Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Minneapolis, MN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor