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
MN RA APPROVED 2024-03-29
  • MN RA
    APPROVED
    Since 2024-03-29

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
Cretin-Derham Hall High School Saint Paul MN 01/2014 03/2018
Holiday Station Stores White Bear Lake MN 04/2018 01/2019
University Of North Dakota Grand Forks ND 02/2019 05/2022
Best Buy Grand Forks ND 06/2022 06/2023
Horizon Chemical Llc Arden Hills MN 07/2023 10/2023
Cliftonlarsonallen Wealth Advisors, Llc Minneapolis MN 10/2023 Present
  • 01/2014 → 03/2018
    Cretin-Derham Hall High School
    Saint Paul, MN
  • 04/2018 → 01/2019
    Holiday Station Stores
    White Bear Lake, MN
  • 02/2019 → 05/2022
    University Of North Dakota
    Grand Forks, ND
  • 06/2022 → 06/2023
    Best Buy
    Grand Forks, ND
  • 07/2023 → 10/2023
    Horizon Chemical Llc
    Arden Hills, MN
  • 10/2023 → Present
    Minneapolis, MN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-03-29
  • S65 Uniform Investment Adviser Law Examination
    2024-03-29

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Minneapolis, MN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor