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Anne Marie Meyer

Cliftonlarsonallen Wealth Advisors, LLC

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
TX RA APPROVED_RES 2026-07-28
MN RA APPROVED 2024-03-11
  • TX RA
    APPROVED_RES
    Since 2026-07-28
  • MN RA
    APPROVED
    Since 2024-03-11

Branch Locations

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
Chisago Lakes High School Lindstrom MN 09/2014 06/2017
Northern Lake Tavern And Grill Chisago City MN 05/2015 08/2019
Iowa State University Ames IA 08/2017 12/2021
Iowa State University Dining Ames IA 08/2019 05/2021
Cliftonlarsonallen, Llp Minneapolis MN 06/2021 08/2021
Cliftonlarsonallen, Llp Minneapolis MN 01/2022 12/2023
Cliftonlarsonallen Wealth Advisors, Llc Minneapolis MN 01/2024 Present
  • 09/2014 → 06/2017
    Chisago Lakes High School
    Lindstrom, MN
  • 05/2015 → 08/2019
    Northern Lake Tavern And Grill
    Chisago City, MN
  • 08/2017 → 12/2021
    Iowa State University
    Ames, IA
  • 08/2019 → 05/2021
    Iowa State University Dining
    Ames, IA
  • 06/2021 → 08/2021
    Cliftonlarsonallen, Llp
    Minneapolis, MN
  • 01/2022 → 12/2023
    Cliftonlarsonallen, Llp
    Minneapolis, MN
  • 01/2024 → Present
    Cliftonlarsonallen Wealth Advisors, Llc
    Minneapolis, MN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-03-09
  • S65 Uniform Investment Adviser Law Examination
    2024-03-09

View on SEC IAPD

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