Best Investors Account Sign in
Current Employers
Cliftonlarsonallen Wealth Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-01-06
WI RA APPROVED 2024-09-10
TX RA APPROVED 2022-09-07
MN RA APPROVED 2014-01-21
  • FL RA
    APPROVED
    Since 2025-01-06
  • WI RA
    APPROVED
    Since 2024-09-10
  • TX RA
    APPROVED
    Since 2022-09-07
  • MN RA
    APPROVED
    Since 2014-01-21

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

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
Cliftonlarsonallen Wealth Advisors, Llc Minneapolis MN 01/2012 Present
Cliftonlarsonallen Llp Minneapolis MN 11/2007 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-03-04
S63 Uniform Securities Agent State Law Examination 2000-04-17
  • S66 Uniform Combined State Law Examination
    2002-03-04
  • S63 Uniform Securities Agent State Law Examination
    2000-04-17
Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Minneapolis, MN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor