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Nicholas Kavelaris

Cliftonlarsonallen Wealth Advisors, LLC

Wauwatosa, WI

Minneapolis, MN

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
IL RA APPROVED 2026-07-28
MO RA APPROVED 2026-07-27
TX RA APPROVED 2026-07-27
WI RA APPROVED 2026-06-08
  • IL RA
    APPROVED
    Since 2026-07-28
  • MO RA
    APPROVED
    Since 2026-07-27
  • TX RA
    APPROVED
    Since 2026-07-27
  • WI RA
    APPROVED
    Since 2026-06-08

Branch Locations

10401 West Innovation Drive Suite 300, Wauwatosa, WI 53226 • 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

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 Milwaukee WI 06/2026 Present
Equitable Advisors, Llc New York NY 10/2022 12/2022
Third Coast Advisors Pewaukee WI 02/2020 06/2022
Target Distribution Center Oconomowoc WI 01/2019 12/2019
Created To Think, Llc Oconomowoc WI 02/2016 05/2024
University Of Minnesota Minneapolis MN 08/2016 06/2017
Carroll University Waukesha WI 10/2022 05/2024
Annex Wealth Management Elm Grove WI 03/2023 03/2024
Fidelity Brookfield WI 05/2024 05/2026
Fidelity Investments Boston MA 03/2025 05/2026
  • 06/2026 → Present
    Cliftonlarsonallen Wealth Advisors Llc
    Milwaukee, WI
  • 10/2022 → 12/2022
    Equitable Advisors, Llc
    New York, NY
  • 02/2020 → 06/2022
    Third Coast Advisors
    Pewaukee, WI
  • 01/2019 → 12/2019
    Target Distribution Center
    Oconomowoc, WI
  • 02/2016 → 05/2024
    Created To Think, Llc
    Oconomowoc, WI
  • 08/2016 → 06/2017
    University Of Minnesota
    Minneapolis, MN
  • 10/2022 → 05/2024
    Carroll University
    Waukesha, WI
  • 03/2023 → 03/2024
    Annex Wealth Management
    Elm Grove, WI
  • 05/2024 → 05/2026
    Fidelity
    Brookfield, WI
  • 03/2025 → 05/2026
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-03-31 → 2026-06-08
    Strategic Advisers Llc
    Oconomowoc, WI
    Brookfield, WI
    Brookfield, WI
    Boston, MA
  • 2024-11-18 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Oconomowoc, WI
    Brookfield, WI
  • 2023-07-18 → 2024-03-18
    Annex Wealth Management, Llc
    Brookfield, WI
Other Businesses

OBA-109738|OrgNmn:Kavelaris Rental Property|Org Addr:Oconomowoc,Wisconsin,US|OBA Nature:Rental Property|Invst Rel:Y|Title:Owner|Duties:My wife and I manage and keep up the rental property. |StrtDt:02-01-18|TotHrs/mon:5|TrdHrs/mon:0|OBA-121637|OrgNmn:UW-Whitewater|Org Addr:whitewater,Wisconsin,US|OBA Nature:State Public Academic Institut|Invst Rel:N|Title:Adjunct Professor |Duties:Teaching |StrtDt:08-01-25|TotHrs/mon:30|TrdHrs/mon:0|OBA-109737|OrgNmn:Created To Think LLC|Org Addr:Oconomowoc,Wisconsin,US|OBA Nature:Counseing & Consulting|Invst Rel:N|Title:Owner, Licensed Professional Coun|Duties:Mental health counseling, Coaching, Consulting, speaking activities|StrtDt:02-01-16|TotHrs/mon:30|TrdHrs/mon:0|OBA-121638|

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2024-11-08
S65 Uniform Investment Adviser Law Examination 2023-07-14
  • S63 Uniform Securities Agent State Law Examination
    2024-11-08
  • S65 Uniform Investment Adviser Law Examination
    2023-07-14
Other Names
  • Nicholas J Kavelaris
  • Nick Kavelaris
  • Nicholas Kavelaris

View on SEC IAPD

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