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Nathan Daniel Bodart

Cliftonlarsonallen Wealth Advisors, LLC

Minneapolis, MN

Green Bay, WI

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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
WI RA APPROVED 2026-08-13
  • WI RA
    APPROVED
    Since 2026-08-13

Branch Locations

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

1175 Lombardi Avenue Suite 200, Green Bay, WI 54304 • 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
Wipfli Financial Advisors, Llc Minneapolis MN 06/2019 10/2021
Wipfli Financial Advsiors, Llc Appleton WI 05/2018 08/2018
University Of Wisconsin - Madison Union Madison WI 10/2017 10/2018
Peters Concrete Green Bay WI 05/2015 08/2018
Bay Port High School Green Bay WI 09/2015 05/2017
University Of Wisconsin - Eau Claire Eau Claire WI 09/2015 05/2017
University Of Wisconsin - Madison Madison WI 09/2017 05/2019
Wipfli Financial Advisors, Llc Minneapolis MN 10/2021 09/2022
Creative Planning, Llc Madison WI 10/2022 08/2026
Cliftonlarsonallen Wealth Advisors, Llc Green Bay WI 08/2026 Present
  • 06/2019 → 10/2021
    Wipfli Financial Advisors, Llc
    Minneapolis, MN
  • 05/2018 → 08/2018
    Wipfli Financial Advsiors, Llc
    Appleton, WI
  • 10/2017 → 10/2018
    University Of Wisconsin - Madison Union
    Madison, WI
  • 05/2015 → 08/2018
    Peters Concrete
    Green Bay, WI
  • 09/2015 → 05/2017
    Bay Port High School
    Green Bay, WI
  • 09/2015 → 05/2017
    University Of Wisconsin - Eau Claire
    Eau Claire, WI
  • 09/2017 → 05/2019
    University Of Wisconsin - Madison
    Madison, WI
  • 10/2021 → 09/2022
    Wipfli Financial Advisors, Llc
    Minneapolis, MN
  • 10/2022 → 08/2026
    Creative Planning, Llc
    Madison, WI
  • 08/2026 → Present
    Cliftonlarsonallen Wealth Advisors, Llc
    Green Bay, WI
Previous Registrations
  • 2022-10-05 → 2026-08-14
    Creative Planning
    Overland Park, KS
    Madison, WI
    Green Bay, WI
  • 2019-09-16 → 2022-10-12
    Wipfli Financial Advisors, Llc
    Minneapolis, MN
    Milwaukee, WI
    Minneapolis, MN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-09-12
  • S65 Uniform Investment Adviser Law Examination
    2019-09-12
Designations

View on SEC IAPD

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HAYS FINANCIAL GROUP, LLC · MINNEAPOLIS, MN
THRIVENT ASSET MANAGEMENT, LLC · MINNEAPOLIS, MN
THRIVENT PRIVATE INVESTMENTS · MINNEAPOLIS, MN
THRIVENT FINANCIAL FOR LUTHERANS · MINNEAPOLIS, MN
CETERA INVESTMENT ADVISERS LLC · MINNEAPOLIS, MN
THRIVENT ASSET MANAGEMENT, LLC · Minneapolis, MN
LPL FINANCIAL LLC · MINNEAPOLIS, MN
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