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220 South 6Th Street Suite 300, Minneapolis, MN 55402-1418 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2026-07-27 |
| VA | RA | APPROVED | 2026-05-04 |
| AZ | RA | APPROVED | 2025-10-30 |
| NY | RA | APPROVED | 2025-06-19 |
| WI | RA | APPROVED | 2025-05-20 |
| LA | RA | APPROVED | 2025-02-04 |
| NE | RA | APPROVED | 2024-11-26 |
| NH | RA | APPROVED | 2024-11-26 |
| FL | RA | APPROVED | 2024-11-12 |
| CA | RA | APPROVED | 2024-11-11 |
| TX | RA | APPROVED | 2024-11-11 |
| MN | RA | APPROVED | 2022-08-15 |
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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Minnesota-Duluth | Duluth | MN | 08/2016 | 01/2017 |
| Redpath And Company | St. Paul | MN | 01/2017 | 04/2017 |
| Bremer Bank | Lake Elmo | MN | 05/2017 | 08/2017 |
| University Of Minnesota-Duluth | Duluth | MN | 08/2017 | 01/2018 |
| Cliftonlarsonallen Llp | Minneapolis | MN | 01/2018 | 04/2018 |
| Unemployed | Minneapolis | MN | 04/2018 | 12/2018 |
| Cliftonlarsonallen Wealth Advisors, Llc | Minneapolis | MN | 06/2022 | Present |
| Cliftonlarsonallen Llp | Minneapolis | MN | 12/2018 | 05/2022 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-04-07 |
| S65 | Uniform Investment Adviser Law Examination | 2022-08-15 |
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