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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
IL RA APPROVED 2026-08-18
  • IL RA
    APPROVED
    Since 2026-08-18

Branch Locations

220 S. Sixth Street Suite 300, Minneapolis, MN 55402-4505 • UNITED STATES

2021 Spring Road Suite 200, Oak Brook, IL 60523 • United States

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

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wendys Richmond Heights OH 02/2015 09/2016
Contemporary Services Co. Cleveland OH 09/2015 12/2016
Aramark Food Services Cleveland OH 03/2016 04/2017
Area Temps Gate Mills OH 04/2017 01/2018
The Ohio State University Columbus OH 01/2018 07/2022
Dibellas Subs Columbus OH 02/2019 04/2020
Social Mortgage Cleveland OH 08/2021 07/2022
Rocket Mortgage Cleveland OH 07/2022 12/2022
Ubs Financial Services Inc. New Albany OH 01/2023 08/2026
Cliftonlarsonallen Wealth Advisors Llc Oak Brook IL 08/2026 Present
  • 02/2015 → 09/2016
    Wendys
    Richmond Heights, OH
  • 09/2015 → 12/2016
    Contemporary Services Co.
    Cleveland, OH
  • 03/2016 → 04/2017
    Aramark Food Services
    Cleveland, OH
  • 04/2017 → 01/2018
    Area Temps
    Gate Mills, OH
  • 01/2018 → 07/2022
    The Ohio State University
    Columbus, OH
  • 02/2019 → 04/2020
    Dibellas Subs
    Columbus, OH
  • 08/2021 → 07/2022
    Social Mortgage
    Cleveland, OH
  • 07/2022 → 12/2022
    Rocket Mortgage
    Cleveland, OH
  • 01/2023 → 08/2026
    New Albany, OH
  • 08/2026 → Present
    Oak Brook, IL
Previous Registrations
Other Businesses

A1 Cloths LLC. Business is not Investment-related No Physcial Location: Address for filling purposes 1416 Cleveland Heights Blvd Nature of Business: This a fashion company. Main Business functions are consulting and assisting local clothing brands in finding material suppliers and assisting in marketing. Position: Owner Start Date:05/17/2015 Hours Devoted: 10 Hours a month Duties: Consulting with fashion Brands on how to market their business and seek out manufactures internationally.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-05-26
  • S66 Uniform Combined State Law Examination
    2023-05-26

View on SEC IAPD

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