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Peter James Holupchinski

Cliftonlarsonallen Wealth Advisors, LLC

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
MA RA APPROVED 2026-02-11
OR RA APPROVED 2026-02-03
FL RA APPROVED 2024-09-11
CA RA APPROVED 2024-09-10
IL RA APPROVED 2024-09-10
IA RA APPROVED 2024-09-10
TX RA APPROVED 2024-09-10
MN RA APPROVED 2014-01-21
  • MA RA
    APPROVED
    Since 2026-02-11
  • OR RA
    APPROVED
    Since 2026-02-03
  • FL RA
    APPROVED
    Since 2024-09-11
  • CA RA
    APPROVED
    Since 2024-09-10
  • IL RA
    APPROVED
    Since 2024-09-10
  • IA RA
    APPROVED
    Since 2024-09-10
  • TX RA
    APPROVED
    Since 2024-09-10
  • MN RA
    APPROVED
    Since 2014-01-21

Branch Locations

220 S. Sixth Street Suite 300, Minneapolis, MN 55402-4505 • 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
Cliftonlarsonallen Wealth Advisors, Llc Minneapolis MN 07/2013 Present
Designations

View on SEC IAPD

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