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220 South 6Th Street Suite 300, Minneapolis, MN 55402-1418 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ND | RA | APPROVED | 2026-08-06 |
| TX | RA | APPROVED | 2020-09-09 |
| MN | RA | APPROVED | 2016-07-14 |
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
220 S. Sixth Street Suite 300, Minneapolis, MN 55402-4505 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cliftonlarsonallen Wealth Advisors, Llc | Minneapolis | MN | 05/2014 | Present |
| Cliftonlarsonallen Llp | Minneapolis | MN | 11/2022 | Present |
The applicant is a Principal of the parent firm CliftonLarsonAllen LLP.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-03-30 |
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