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David Nicholas Freil

Cliftonlarsonallen Wealth Advisors, LLC

Carmel, CA

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
TX RA APPROVED 2026-07-27
CA RA APPROVED 2025-01-06
  • TX RA
    APPROVED
    Since 2026-07-27
  • CA RA
    APPROVED
    Since 2025-01-06

Branch Locations

26515 Carmel Rancho Blvd., Suite 100, Carmel, CA 93923 • 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
Aptos High School Aptos CA 09/2013 06/2017
Cabrillo College Aptos CA 08/2017 05/2021
California State University-Monterey Bay Seaside CA 08/2021 07/2024
Jia Tellas Scotts Valley CA 01/2016 03/2017
Nhs, Inc. Santa Cruz CA 04/2017 12/2024
Nhs, Inc. Santa Cruz CA 07/2021 03/2022
Cliftonlarsonallen Wealth Advisors Llc Carmel CA 01/2025 Present
  • 09/2013 → 06/2017
    Aptos High School
    Aptos, CA
  • 08/2017 → 05/2021
    Cabrillo College
    Aptos, CA
  • 08/2021 → 07/2024
    California State University-Monterey Bay
    Seaside, CA
  • 01/2016 → 03/2017
    Jia Tellas
    Scotts Valley, CA
  • 04/2017 → 12/2024
    Nhs, Inc.
    Santa Cruz, CA
  • 07/2021 → 03/2022
    Nhs, Inc.
    Santa Cruz, CA
  • 01/2025 → Present
    Cliftonlarsonallen Wealth Advisors Llc
    Carmel, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-12-19
  • S65 Uniform Investment Adviser Law Examination
    2024-12-19

View on SEC IAPD

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INTERLAKE CAPITAL MANAGEMENT, LLC · CARMEL, CA
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NEUMEIER POMA INVESTMENT COUNSEL LLC · CARMEL, CA
KILZER WEALTH MANAGEMENT · CARMEL, CA
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CYPRESS PATH CAPITAL, LLC · CARMEL, CA
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