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Kendall Hill

Cliftonlarsonallen Wealth Advisors, LLC

Minneapolis, MN

New York, NY

CRD 7787651

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Employer firm

Cliftonlarsonallen Wealth Advisors, LLC CRD 38357

$14.4B regulatory AUM 575 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Cliftonlarsonallen Wealth Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-09-27
TX RA APPROVED 2023-08-14
  • NY RA
    APPROVED
    Since 2024-09-27
  • TX RA
    APPROVED
    Since 2023-08-14

Branch Locations

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

One Grand Central Place 60 East 42Nd Street, Suite 5100, New York, NY 10165 • 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 Dallas TX 06/2023 Present
S&P Global Dallas TX 01/2022 06/2023
North American Dental Group Pittsburgh PA 08/2020 01/2022
Federated Hermes Pittsburgh PA 10/2018 08/2020
Thermo Fisher Scientific Pittsburgh PA 01/2017 10/2018
University Of Pittsburgh Pittsburgh PA 08/2012 12/2016
  • 06/2023 → Present
    Cliftonlarsonallen Wealth Advisors, Llc
    Dallas, TX
  • 01/2022 → 06/2023
    S&P Global
    Dallas, TX
  • 08/2020 → 01/2022
    North American Dental Group
    Pittsburgh, PA
  • 10/2018 → 08/2020
    Federated Hermes
    Pittsburgh, PA
  • 01/2017 → 10/2018
    Thermo Fisher Scientific
    Pittsburgh, PA
  • 08/2012 → 12/2016
    University Of Pittsburgh
    Pittsburgh, PA
Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

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THRIVENT ASSET MANAGEMENT, LLC
THRIVENT PRIVATE INVESTMENTS

Nearby Investors

Matthew William Hogan
GREGORY ALAN KLEIN
Bryon Andrew Eggan

Nearby Offices

HAYS FINANCIAL GROUP, LLC · MINNEAPOLIS, MN
THRIVENT ASSET MANAGEMENT, LLC · MINNEAPOLIS, MN
THRIVENT PRIVATE INVESTMENTS · MINNEAPOLIS, MN

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