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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 2026-08-12
  • MN RA
    APPROVED
    Since 2026-08-12

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
Cliftonlarsonallen Wealth Advisors Llc Minneapolis MN 04/2026 Present
Cliftonlarsonallen Llp Minneapolis MN 09/2022 04/2026
Unemployed Fitchburg WI 06/2022 09/2022
Cliftonlarsonallen Llp Eau Claire WI 01/2021 06/2022
Unemployed Fitchburg WI 05/2020 01/2021
University Of Wisconsin Eau Claire WI 09/2018 05/2020
Menards Eau Claire WI 06/2019 09/2020
Vector Marketing Madison WI 01/2018 09/2018
Unemployed Fitchburg WI 09/2017 01/2018
Madison School & Community Recreation Madison WI 06/2017 09/2017
Vitense Golfland Madison WI 10/2016 06/2017
Pump It Up Fitchburg WI 05/2016 10/2016
  • 04/2026 → Present
    Minneapolis, MN
  • 09/2022 → 04/2026
    Cliftonlarsonallen Llp
    Minneapolis, MN
  • 06/2022 → 09/2022
    Unemployed
    Fitchburg, WI
  • 01/2021 → 06/2022
    Cliftonlarsonallen Llp
    Eau Claire, WI
  • 05/2020 → 01/2021
    Unemployed
    Fitchburg, WI
  • 09/2018 → 05/2020
    University Of Wisconsin
    Eau Claire, WI
  • 06/2019 → 09/2020
    Menards
    Eau Claire, WI
  • 01/2018 → 09/2018
    Vector Marketing
    Madison, WI
  • 09/2017 → 01/2018
    Unemployed
    Fitchburg, WI
  • 06/2017 → 09/2017
    Madison School & Community Recreation
    Madison, WI
  • 10/2016 → 06/2017
    Vitense Golfland
    Madison, WI
  • 05/2016 → 10/2016
    Pump It Up
    Fitchburg, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-08-12
  • S65 Uniform Investment Adviser Law Examination
    2026-08-12

View on SEC IAPD

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