Best Investors
Account
Sign in
Best Investors
Account
Sign in
220 South 6Th Street Suite 300, Minneapolis, MN 55402-1418 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-08-03 |
| NC | RA | APPROVED | 2026-08-01 |
| SC | RA | APPROVED | 2026-08-01 |
| FL | RA | APPROVED | 2026-03-13 |
| NH | RA | APPROVED | 2026-01-26 |
| WA | RA | APPROVED | 2025-05-19 |
| MN | RA | APPROVED | 2024-07-10 |
| TX | RA | APPROVED | 2022-09-07 |
| CA | RA | APPROVED | 2022-03-21 |
Branch Locations
220 S. Sixth Street Suite 300, Minneapolis, MN 55402-4505 • UNITED STATES
3575 Piedmont Road Ne, Suite 1550, Atlanta, GA 30305 • 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 |
|---|---|---|---|---|
| Affiance Financial Llc | St. Louis Park | MN | 02/2014 | 04/2019 |
| Cetera Advisor Networks Llc | El Segundo | CA | 02/2014 | 05/2017 |
| Private Client Services | Louisville | KY | 05/2017 | 03/2019 |
| Carlson Capital Management, Llc | Northfield | MN | 04/2019 | 03/2022 |
| Cliftonlarsonallen Wealth Advisors, Llc | Irvine | CA | 03/2022 | Present |
| Cliftonlarsonallen, Llp | Irvine | CA | 11/2024 | Present |
The applicant is a Principal of the parent firm CliftonLarsonAllen LLP
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-02-16 |
| S66 | Uniform Combined State Law Examination | 2013-08-19 |
Reach out to this advisor