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Scott Desmond Brubaker

Cliftonlarsonallen Wealth Advisors, LLC

Minneapolis, MN

Carmel, CA

CRD 6269520

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Employer firm

Cliftonlarsonallen Wealth Advisors, LLC CRD 38357

$14.4B regulatory AUM 575 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Cliftonlarsonallen Wealth Advisors, Llc

220 South 6Th Street Suite 300, Minneapolis, MN 55402-1418 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2024-08-08
NV RA APPROVED 2024-07-25
WA RA APPROVED 2024-07-24
TX RA APPROVED 2023-08-17
CA RA APPROVED 2022-11-01
  • AZ RA
    APPROVED
    Since 2024-08-08
  • NV RA
    APPROVED
    Since 2024-07-25
  • WA RA
    APPROVED
    Since 2024-07-24
  • TX RA
    APPROVED
    Since 2023-08-17
  • CA RA
    APPROVED
    Since 2022-11-01

Branch Locations

220 South 6Th Street Suite 300, Minneapolis, MN 55402-1418 • United States

26515 Carmel Rancho Blvd. Suite 100, Carmel, CA 93923 • 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
Hayashi & Wayland Investment Services, Llc Salinas CA 11/2013 11/2022
Cliftonlarsonallen Wealth Advisors, Llc Carmel CA 11/2022 Present
Previous Registrations
  • 2013-11-25 → 2022-12-29
    Hayashi & Wayland Investment Services, Llc
    Salinas, CA
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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Nearby Offices

HAYS FINANCIAL GROUP, LLC · MINNEAPOLIS, MN
THRIVENT ASSET MANAGEMENT, LLC · MINNEAPOLIS, MN
THRIVENT PRIVATE INVESTMENTS · MINNEAPOLIS, MN

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