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
NC RA APPROVED 2026-07-27
IL RA APPROVED 2026-05-04
WA RA APPROVED 2026-05-04
NE RA APPROVED 2026-02-04
FL RA APPROVED 2025-10-27
GA RA APPROVED 2025-10-27
CA RA APPROVED 2025-10-24
CT RA APPROVED 2025-10-24
MD RA APPROVED 2025-10-24
PA RA APPROVED 2025-10-24
WI RA APPROVED 2025-10-24
TX RA APPROVED 2025-05-20
MA RA APPROVED 2024-12-05
  • NC RA
    APPROVED
    Since 2026-07-27
  • IL RA
    APPROVED
    Since 2026-05-04
  • WA RA
    APPROVED
    Since 2026-05-04
  • NE RA
    APPROVED
    Since 2026-02-04
  • FL RA
    APPROVED
    Since 2025-10-27
  • GA RA
    APPROVED
    Since 2025-10-27
  • CA RA
    APPROVED
    Since 2025-10-24
  • CT RA
    APPROVED
    Since 2025-10-24
  • MD RA
    APPROVED
    Since 2025-10-24
  • PA RA
    APPROVED
    Since 2025-10-24
  • WI RA
    APPROVED
    Since 2025-10-24
  • TX RA
    APPROVED
    Since 2025-05-20
  • MA RA
    APPROVED
    Since 2024-12-05

Branch Locations

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

4 Batterymarch Park Suite 100, Quincy, MA 02169 • 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
Randolph High School Randolph MA 08/2015 06/2019
Unemployed Randolph MA 06/2019 08/2019
University Of Connecticut Storrs CT 08/2019 05/2020
Target Braintree MA 05/2020 08/2020
University Of Connecticut Storrs CT 08/2020 05/2022
University Of Connecticut - Mango Storrs CT 08/2022 12/2022
University Of Connecticut - Mango Storrs CT 01/2023 05/2023
Cliftonlarsonallen, Llp Quincy MA 06/2023 03/2024
Cliftonlarsonallen Wealth Advisors, Llc Quincy MA 03/2024 Present
Unemployed Randolph MA 05/2022 08/2022
  • 08/2015 → 06/2019
    Randolph High School
    Randolph, MA
  • 06/2019 → 08/2019
    Unemployed
    Randolph, MA
  • 08/2019 → 05/2020
    University Of Connecticut
    Storrs, CT
  • 05/2020 → 08/2020
    Target
    Braintree, MA
  • 08/2020 → 05/2022
    University Of Connecticut
    Storrs, CT
  • 08/2022 → 12/2022
    University Of Connecticut - Mango
    Storrs, CT
  • 01/2023 → 05/2023
    University Of Connecticut - Mango
    Storrs, CT
  • 06/2023 → 03/2024
    Cliftonlarsonallen, Llp
    Quincy, MA
  • 03/2024 → Present
    Quincy, MA
  • 05/2022 → 08/2022
    Unemployed
    Randolph, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-04
  • S65 Uniform Investment Adviser Law Examination
    2024-08-04

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