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Cliftonlarsonallen Wealth Advisors, LLC CRD 38357
$14.4B regulatory AUM 575 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
220 South 6Th Street Suite 300, Minneapolis, MN 55402-1418 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2025-05-23 |
| TX | RA | APPROVED_RES | 2025-02-04 |
| NE | RA | APPROVED | 2024-01-17 |
| MN | RA | APPROVED | 2017-11-20 |
Branch Locations
201 North Riverfront Drive Suite 300, Mankato, MN 56001 • United States
220 S. Sixth Street Suite 300, Minneapolis, MN 55402-4505 • UNITED STATES
220 South 6Th Street Suite 300, Minneapolis, MN 55402-1418 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mankato East High School | Mankato | MN | 03/2010 | 06/2017 |
| U.S. Bancorp Investments, Inc. | Mankato | MN | 04/2013 | 11/2017 |
| Cliftonlarsonallen Wealth Advisors, Llc | Mankato | MN | 11/2017 | Present |
Youth Sports Coach; NOT INVESTMENT-RELATED;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-05-08 |
| S63 | Uniform Securities Agent State Law Examination | 2010-08-06 |
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