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220 South 6Th Street Suite 300, Minneapolis, MN 55402-1418 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-07-28 |
| KS | RA | APPROVED | 2026-05-04 |
| FL | RA | APPROVED | 2026-04-06 |
| NE | RA | APPROVED | 2026-04-06 |
| WA | RA | APPROVED | 2026-04-06 |
| CO | RA | APPROVED | 2026-04-02 |
| IL | RA | APPROVED | 2026-04-02 |
| IA | RA | APPROVED | 2026-04-01 |
| MN | RA | APPROVED | 2026-04-01 |
| OH | RA | APPROVED | 2026-04-01 |
Branch Locations
220 S. Sixth Street Suite 300, Minneapolis, MN 55402-4505 • UNITED STATES
600 3Rd Avenue Se Suite 300, Cedar Rapids, IA 52401-1610 • United States
220 South 6Th Street Suite 300, Minneapolis, MN 55402-1418 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Insurance Agent - Independant | Cedar Rapids | IA | 01/1989 | 03/2026 |
| Wealth Management Center | Cedar Rapids | IA | 09/2003 | 03/2026 |
| Lpl Financial Llc | Cedar Rapids | IA | 03/2013 | 12/2019 |
| Private Advisor Group, Llc | Cedar Rapids | IA | 03/2013 | 12/2019 |
| Lion Street Financial | Cedar Rapids | IA | 12/2019 | 11/2025 |
| Lion Street Advisors | Cedar Rapids | IA | 12/2019 | 11/2025 |
| Integrity Alliance, Llc | Cedar Rapids | IA | 09/2025 | 03/2026 |
| Cliftonlarsonallen Wealth Advisors Llc | Cedar Rapids | IA | 04/2026 | Present |
| Cliftonlarsonallen Llp | Cedar Rapids | IA | 04/2026 | Present |
1. KJ WELU ENTREPRISES INC POSITION: Owner NATURE: Created for Tax Purposes INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 02/08/2013 ADDRESS: 500 1st Street SE, Cedar Rapids IA 52401, United States DESCRIPTION: S Corporation established for tax purposes.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 1987-08-18 |
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