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Maxwell Todd Bailey

Cliftonlarsonallen Wealth Advisors, LLC

Eau Claire, WI

Minneapolis, MN

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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
NE RA APPROVED 2025-10-27
TX RA APPROVED_RES 2025-05-20
MN RA APPROVED 2024-07-10
WI RA APPROVED 2023-04-27
  • NE RA
    APPROVED
    Since 2025-10-27
  • TX RA
    APPROVED_RES
    Since 2025-05-20
  • MN RA
    APPROVED
    Since 2024-07-10
  • WI RA
    APPROVED
    Since 2023-04-27

Branch Locations

3402 Oakwood Mall Drive Suite 100, Eau Claire, WI 54701 • 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
Piggly Wiggly Cross Plains WI 06/2015 04/2017
Wisconsin Heights High School Mazomanie WI 04/2017 06/2018
Best Buy Madison WI 04/2017 06/2018
Wisconsin Heights High School Mazomanie WI 06/2015 04/2017
Plastic Ingenuity Mazomanie WI 06/2018 08/2018
University Of Wisconsin Eau Claire Eau Claire WI 09/2018 05/2019
University Of Wisconsin Eau Claire Eau Claire WI 09/2018 05/2019
University Of Wisconsin Eau Claire Eau Claire WI 06/2019 05/2021
Best Buy Eau Claire WI 06/2019 05/2021
University Of Wisconsin Eau Claire Eau Claire WI 05/2021 07/2021
University Of Wisconsin Eau Claire Eau Claire WI 07/2021 06/2022
University Of Wisconsin Eau Claire Eau Claire WI 07/2021 06/2022
University Of Wisconsin Eau Claire Eau Claire WI 06/2022 12/2022
University Of Wisconsin Eau Claire Eau Claire WI 06/2022 12/2022
Cliftonlarsonallen Wealth Advisors Llc Eau Claire WI 06/2022 Present
  • 06/2015 → 04/2017
    Piggly Wiggly
    Cross Plains, WI
  • 04/2017 → 06/2018
    Wisconsin Heights High School
    Mazomanie, WI
  • 04/2017 → 06/2018
    Best Buy
    Madison, WI
  • 06/2015 → 04/2017
    Wisconsin Heights High School
    Mazomanie, WI
  • 06/2018 → 08/2018
    Plastic Ingenuity
    Mazomanie, WI
  • 09/2018 → 05/2019
    University Of Wisconsin Eau Claire
    Eau Claire, WI
  • 09/2018 → 05/2019
    University Of Wisconsin Eau Claire
    Eau Claire, WI
  • 06/2019 → 05/2021
    University Of Wisconsin Eau Claire
    Eau Claire, WI
  • 06/2019 → 05/2021
    Best Buy
    Eau Claire, WI
  • 05/2021 → 07/2021
    University Of Wisconsin Eau Claire
    Eau Claire, WI
  • 07/2021 → 06/2022
    University Of Wisconsin Eau Claire
    Eau Claire, WI
  • 07/2021 → 06/2022
    University Of Wisconsin Eau Claire
    Eau Claire, WI
  • 06/2022 → 12/2022
    University Of Wisconsin Eau Claire
    Eau Claire, WI
  • 06/2022 → 12/2022
    University Of Wisconsin Eau Claire
    Eau Claire, WI
  • 06/2022 → Present
    Cliftonlarsonallen Wealth Advisors Llc
    Eau Claire, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-04-27
  • S65 Uniform Investment Adviser Law Examination
    2023-04-27
Designations
Other Names
  • Maxwell Bailey

View on SEC IAPD

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Other Offices

LASALLE ST. INVESTMENT ADVISORS, L.L.C. · Eau CLAIRE, WI
NICOLET WEALTH MANAGEMENT · Eau Claire, WI
OSAIC WEALTH, INC. · Eau Claire, WI
EDWARD JONES · EAU CLAIRE, WI
RJ HILL'S FINANCIAL SERVICES, LLC · EAU CLAIRE, WI
U.S. BANCORP ADVISORS, LLC · Eau Claire, WI
CETERA INVESTMENT ADVISERS LLC · EAU CLAIRE, WI
EDWARD JONES · EAU CLAIRE, WI

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