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Bennett Greer

Cliftonlarsonallen Wealth Advisors, LLC

Des Moines, IA

Minneapolis, MN

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
NC RA APPROVED 2026-05-04
AZ RA APPROVED 2024-09-18
FL RA APPROVED 2024-09-09
UT RA APPROVED 2024-09-09
CA RA APPROVED 2024-09-06
IL RA APPROVED 2024-09-06
IN RA APPROVED 2024-09-06
IA RA APPROVED 2024-09-06
MD RA APPROVED 2024-09-06
MN RA APPROVED 2024-09-06
MO RA APPROVED 2024-09-06
OH RA APPROVED 2024-09-06
PA RA APPROVED 2024-09-06
WA RA APPROVED 2024-09-06
WI RA APPROVED 2024-09-06
TX RA APPROVED 2022-09-07
CO RA APPROVED 2021-07-19
  • NC RA
    APPROVED
    Since 2026-05-04
  • AZ RA
    APPROVED
    Since 2024-09-18
  • FL RA
    APPROVED
    Since 2024-09-09
  • UT RA
    APPROVED
    Since 2024-09-09
  • CA RA
    APPROVED
    Since 2024-09-06
  • IL RA
    APPROVED
    Since 2024-09-06
  • IN RA
    APPROVED
    Since 2024-09-06
  • IA RA
    APPROVED
    Since 2024-09-06
  • MD RA
    APPROVED
    Since 2024-09-06
  • MN RA
    APPROVED
    Since 2024-09-06
  • MO RA
    APPROVED
    Since 2024-09-06
  • OH RA
    APPROVED
    Since 2024-09-06
  • PA RA
    APPROVED
    Since 2024-09-06
  • WA RA
    APPROVED
    Since 2024-09-06
  • WI RA
    APPROVED
    Since 2024-09-06
  • TX RA
    APPROVED
    Since 2022-09-07
  • CO RA
    APPROVED
    Since 2021-07-19

Branch Locations

801 Grand Avenue Suite 3900, Des Moines, IA 50309 • United States

220 S. Sixth Street Suite 300, Minneapolis, MN 55402-4505 • 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
First National Bank Of Omaha Omaha NE 05/2017 12/2017
Creighton University Omaha NE 01/2018 04/2018
Massmutual Central Us Omaha NE 05/2018 05/2019
Unemployed West Des Moines IA 06/2019 08/2019
Cliftonlarsonallen Llp West Des Moines IA 09/2019 04/2021
Cliftonlarsonallen Wealth Advisors, Llc West Des Moines IA 05/2021 Present
Creighton University Omaha NE 09/2016 04/2017
  • 05/2017 → 12/2017
    First National Bank Of Omaha
    Omaha, NE
  • 01/2018 → 04/2018
    Creighton University
    Omaha, NE
  • 05/2018 → 05/2019
    Massmutual Central Us
    Omaha, NE
  • 06/2019 → 08/2019
    Unemployed
    West Des Moines, IA
  • 09/2019 → 04/2021
    Cliftonlarsonallen Llp
    West Des Moines, IA
  • 05/2021 → Present
    Cliftonlarsonallen Wealth Advisors, Llc
    West Des Moines, IA
  • 09/2016 → 04/2017
    Creighton University
    Omaha, NE
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-10-04
S65 Uniform Investment Adviser Law Examination 2021-07-17
  • S63 Uniform Securities Agent State Law Examination
    2025-10-04
  • S65 Uniform Investment Adviser Law Examination
    2021-07-17
Designations

View on SEC IAPD

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