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220 South 6Th Street Suite 300, Minneapolis, MN 55402-1418 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-04-10 |
| GA | RA | APPROVED | 2024-09-12 |
| FL | RA | APPROVED | 2024-09-11 |
| CT | RA | APPROVED | 2024-09-10 |
| IL | RA | APPROVED | 2024-09-10 |
| NC | RA | APPROVED | 2024-09-10 |
| PA | RA | APPROVED | 2024-09-10 |
| TX | RA | APPROVED | 2024-09-10 |
| WI | RA | APPROVED | 2024-09-10 |
| MN | RA | APPROVED | 2018-08-30 |
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
220 S. Sixth Street Suite 300, Minneapolis, MN 55402-4505 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cliftonlarsonallen Wealth Advisors, Llc | Minneapolis | MN | 07/2018 | Present |
| Alerus | Arden Hills | MN | 05/2017 | 07/2018 |
| Bremer Bank | Plymouth | MN | 12/2016 | 05/2017 |
| Alerus | Grand Forks | ND | 05/2015 | 12/2016 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-11-06 |
| S65 | Uniform Investment Adviser Law Examination | 2018-08-30 |
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