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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 2024-03-13
  • MN RA
    APPROVED
    Since 2024-03-13

Branch Locations

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

2689 Commerce Drive Nw, Suite 201, Rochester, MN 55901 • 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
American Income Life La Crosse WI 11/2016 02/2017
Charterpoint Wealth Strategies La Crosse WI 02/2017 12/2017
Massachusetts Mutual Life Insurance Company Lacrosse WI 04/2017 12/2017
Two Men And A Truck Rochester MN 06/2016 09/2016
University Of Wisconsin-Lacrosse Lacrosse WI 08/2011 12/2016
Mml Investors Services Lacrosse WI 04/2017 12/2017
Unemployed Byron MN 12/2017 01/2018
Waddell & Reed Rochester MN 01/2018 05/2018
Waddell & Reed, Inc Byron MN 05/2018 08/2018
Various Insurance Carriers For W&R Insurance Agencies Byron MN 05/2018 08/2018
Jill Minette Rochester MN 07/2018 08/2018
Charterpoint Wealth Strategies La Crosse WI 03/2017 01/2018
Charterpoint Wealth Strategies La Crosse WI 03/2017 12/2017
American Income Life La Crosse WI 01/2017 02/2017
University Of Wi - La Crosse La Crosse WI 09/2012 12/2016
University Of Wisconsin La Crosse La Crosse WI 09/2011 10/2016
Ameriprise Financial Services, Llc Rochester MN 06/2021 04/2023
Commonwealth Rochester MN 10/2019 02/2021
Think Mutual Bank Rochester MN 08/2018 10/2019
Unemployed Rochester MN 02/2021 06/2021
Cliftonlarsonallen Wealth Advisors, Llc Rochester MN 03/2024 Present
Rochester Motor Cars Rochester MN 10/2023 03/2024
Unemployed Rochester MN 04/2023 10/2023
  • 11/2016 → 02/2017
    American Income Life
    La Crosse, WI
  • 02/2017 → 12/2017
    Charterpoint Wealth Strategies
    La Crosse, WI
  • 04/2017 → 12/2017
    Massachusetts Mutual Life Insurance Company
    Lacrosse, WI
  • 06/2016 → 09/2016
    Two Men And A Truck
    Rochester, MN
  • 08/2011 → 12/2016
    University Of Wisconsin-Lacrosse
    Lacrosse, WI
  • 04/2017 → 12/2017
    Mml Investors Services
    Lacrosse, WI
  • 12/2017 → 01/2018
    Unemployed
    Byron, MN
  • 01/2018 → 05/2018
    Waddell & Reed
    Rochester, MN
  • 05/2018 → 08/2018
    Waddell & Reed, Inc
    Byron, MN
  • 05/2018 → 08/2018
    Various Insurance Carriers For W&R Insurance Agencies
    Byron, MN
  • 07/2018 → 08/2018
    Jill Minette
    Rochester, MN
  • 03/2017 → 01/2018
    Charterpoint Wealth Strategies
    La Crosse, WI
  • 03/2017 → 12/2017
    Charterpoint Wealth Strategies
    La Crosse, WI
  • 01/2017 → 02/2017
    American Income Life
    La Crosse, WI
  • 09/2012 → 12/2016
    University Of Wi - La Crosse
    La Crosse, WI
  • 09/2011 → 10/2016
    University Of Wisconsin La Crosse
    La Crosse, WI
  • 06/2021 → 04/2023
    Rochester, MN
  • 10/2019 → 02/2021
    Commonwealth
    Rochester, MN
  • 08/2018 → 10/2019
    Think Mutual Bank
    Rochester, MN
  • 02/2021 → 06/2021
    Unemployed
    Rochester, MN
  • 03/2024 → Present
    Rochester, MN
  • 10/2023 → 03/2024
    Rochester Motor Cars
    Rochester, MN
  • 04/2023 → 10/2023
    Unemployed
    Rochester, MN
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-06-08
  • S66 Uniform Combined State Law Examination
    2018-06-08

View on SEC IAPD

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