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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
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
  • IA RA
    APPROVED
    Since 2026-07-27
  • VA RA
    APPROVED
    Since 2026-05-04
  • AZ RA
    APPROVED
    Since 2025-10-30
  • NY RA
    APPROVED
    Since 2025-06-19
  • WI RA
    APPROVED
    Since 2025-05-20
  • LA RA
    APPROVED
    Since 2025-02-04
  • NE RA
    APPROVED
    Since 2024-11-26
  • NH RA
    APPROVED
    Since 2024-11-26
  • FL RA
    APPROVED
    Since 2024-11-12
  • CA RA
    APPROVED
    Since 2024-11-11
  • TX RA
    APPROVED
    Since 2024-11-11
  • MN RA
    APPROVED
    Since 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

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
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
  • 08/2016 → 01/2017
    University Of Minnesota-Duluth
    Duluth, MN
  • 01/2017 → 04/2017
    Redpath And Company
    St. Paul, MN
  • 05/2017 → 08/2017
    Bremer Bank
    Lake Elmo, MN
  • 08/2017 → 01/2018
    University Of Minnesota-Duluth
    Duluth, MN
  • 01/2018 → 04/2018
    Cliftonlarsonallen Llp
    Minneapolis, MN
  • 04/2018 → 12/2018
    Unemployed
    Minneapolis, MN
  • 06/2022 → Present
    Minneapolis, MN
  • 12/2018 → 05/2022
    Cliftonlarsonallen Llp
    Minneapolis, MN
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-04-07
S65 Uniform Investment Adviser Law Examination 2022-08-15
  • S63 Uniform Securities Agent State Law Examination
    2025-04-07
  • S65 Uniform Investment Adviser Law Examination
    2022-08-15
Designations

View on SEC IAPD

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