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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
MN RA APPROVED 2023-05-19
  • MN RA
    APPROVED
    Since 2023-05-19

Branch Locations

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

220 S. Sixth Street Suite 300, Minneapolis, MN 55402-4505 • 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
Bemidji School District Bemidji MN 04/2013 05/2018
Keith's Pizza Bemidji MN 04/2016 08/2018
Bluewater Shoreline Services Inc Bemidji MN 05/2017 08/2017
Menards, Inc. Bemidji MN 05/2018 08/2018
University Of North Dakota-Wellness Center Grand Forks ND 08/2018 12/2020
University Of North Dakota Grand Forks ND 08/2018 05/2022
Altru Health Systems Grand Forks ND 03/2022 08/2022
Cliftonlarsonallen Wealth Advisors, Llc Minneapolis MN 07/2022 Present
  • 04/2013 → 05/2018
    Bemidji School District
    Bemidji, MN
  • 04/2016 → 08/2018
    Keith's Pizza
    Bemidji, MN
  • 05/2017 → 08/2017
    Bluewater Shoreline Services Inc
    Bemidji, MN
  • 05/2018 → 08/2018
    Menards, Inc.
    Bemidji, MN
  • 08/2018 → 12/2020
    University Of North Dakota-Wellness Center
    Grand Forks, ND
  • 08/2018 → 05/2022
    University Of North Dakota
    Grand Forks, ND
  • 03/2022 → 08/2022
    Altru Health Systems
    Grand Forks, ND
  • 07/2022 → Present
    Minneapolis, MN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-05-19
  • S65 Uniform Investment Adviser Law Examination
    2023-05-19

View on SEC IAPD

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