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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
MN RA APPROVED 2026-03-06
  • MN RA
    APPROVED
    Since 2026-03-06

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
Men's Wearhouse Burnsville MN 10/2017 03/2018
Farmington High School Farmington MN 08/2014 06/2018
Eisele Green House Lakeville MN 06/2018 08/2018
North Dakota State University Fargo ND 08/2018 12/2019
North Dakota State University Fargo ND 08/2019 10/2019
University Of Minnesota Minneapolis MN 01/2020 07/2021
Bmo Harris Edina MN 04/2021 11/2021
Fish And Richardson Lakeville MN 11/2021 12/2021
Unemployed Farmington MN 01/2022 04/2022
Us Bank Minneapolis MN 04/2022 06/2022
Carpathian Capital Management Bloomington MN 06/2022 07/2023
Roers Companies Plymouth MN 07/2023 11/2023
Unemployed Farmington MN 11/2023 06/2024
Cliftonlarsonallen Wealth Advisors Llc Minneapolis MN 06/2024 Present
  • 10/2017 → 03/2018
    Men's Wearhouse
    Burnsville, MN
  • 08/2014 → 06/2018
    Farmington High School
    Farmington, MN
  • 06/2018 → 08/2018
    Eisele Green House
    Lakeville, MN
  • 08/2018 → 12/2019
    North Dakota State University
    Fargo, ND
  • 08/2019 → 10/2019
    North Dakota State University
    Fargo, ND
  • 01/2020 → 07/2021
    University Of Minnesota
    Minneapolis, MN
  • 04/2021 → 11/2021
    Bmo Harris
    Edina, MN
  • 11/2021 → 12/2021
    Fish And Richardson
    Lakeville, MN
  • 01/2022 → 04/2022
    Unemployed
    Farmington, MN
  • 04/2022 → 06/2022
    Us Bank
    Minneapolis, MN
  • 06/2022 → 07/2023
    Carpathian Capital Management
    Bloomington, MN
  • 07/2023 → 11/2023
    Roers Companies
    Plymouth, MN
  • 11/2023 → 06/2024
    Unemployed
    Farmington, MN
  • 06/2024 → Present
    Minneapolis, MN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-03-06
  • S65 Uniform Investment Adviser Law Examination
    2026-03-06

View on SEC IAPD

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