Best Investors Account Sign in
Current Employers
Cliftonlarsonallen Wealth Advisors, Llc

220 South 6Th Street Suite 300, Minneapolis, MN 55402-1418 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-01-13
CT RA APPROVED 2024-09-14
  • MA RA
    APPROVED
    Since 2026-01-13
  • CT RA
    APPROVED
    Since 2024-09-14

Branch Locations

29 S Main Street, 4Th Floor, West Hartford, CT 06107 • 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
Unemployed West Hartford CT 08/2014 07/2018
Brookdale Senior Living Farmington CT 07/2018 02/2019
Whiting Lane Extended Day Care West Hartford CT 02/2019 05/2023
Gillette Ridge Golf Course Bloomfield CT 05/2022 06/2023
Cliftonlarsonallen Wealth Advisors Llc West Hartford CT 06/2023 Present
Northwest Catholic High School West Hartford CT 08/2016 05/2020
Siena College Loudonville NY 08/2020 05/2024
  • 08/2014 → 07/2018
    Unemployed
    West Hartford, CT
  • 07/2018 → 02/2019
    Brookdale Senior Living
    Farmington, CT
  • 02/2019 → 05/2023
    Whiting Lane Extended Day Care
    West Hartford, CT
  • 05/2022 → 06/2023
    Gillette Ridge Golf Course
    Bloomfield, CT
  • 06/2023 → Present
    West Hartford, CT
  • 08/2016 → 05/2020
    Northwest Catholic High School
    West Hartford, CT
  • 08/2020 → 05/2024
    Siena College
    Loudonville, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-09-14
  • S65 Uniform Investment Adviser Law Examination
    2024-09-14

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in West Hartford, CT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor