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220 South 6Th Street Suite 300, Minneapolis, MN 55402-1418 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-02-04 |
| IL | RA | APPROVED | 2024-08-09 |
| TX | RA | APPROVED_RES | 2018-07-18 |
| WI | RA | APPROVED | 2012-02-27 |
Branch Locations
220 South 6Th Street Suite 300, Minneapolis, MN 55402-1418 • United States
220 S. Sixth Street Suite 300, Minneapolis, MN 55402-4505 • UNITED STATES
100 West Lawrence Street Suite 500, Appleton, WI 54911 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cliftonlarsonallen Wealth Advisors, Llc | Appleton | WI | 02/2012 | Present |
| Cliftonlarsonallen Llp | Appleton | WI | 07/2014 | Present |
PRINCIPAL OF CLIFTONLARSONALLEN LLP.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-02-12 |
| S65 | Uniform Investment Adviser Law Examination | 1999-04-15 |
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