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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
CO RA APPROVED 2026-08-17
  • CO RA
    APPROVED
    Since 2026-08-17

Branch Locations

2001 16Th Street Suite 1700, Denver, CO 80202 • 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 Wisconsin Madison WI 01/2016 01/2017
Bloom Bake Shop Madison WI 01/2017 12/2024
Lallande Madison WI 08/2023 12/2024
University Of Wisconsin Madison WI 01/2025 05/2025
Cliftonlarsonallen Wealth Advisors Llc Middleton WI 06/2025 05/2026
Cliftonlarsonallen Wealth Advisors Llc Denver CO 06/2026 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-08-17
  • S65 Uniform Investment Adviser Law Examination
    2026-08-17

View on SEC IAPD

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