Kaitlyn Friant, financial advisor Middleton WI

Kaitlyn Friant

CRD Number: 6642148
Current Firm: Cliftonlarsonallen Wealth Advisors, LLC

Kaitlyn Friant (CRD# 6642148) is an Investment Advisor Representative working at Cliftonlarsonallen Wealth Advisors, LLC in Middleton, WI and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Cliftonlarsonallen Wealth Advisors, LLC Middleton, WI Sep 2017 - Current 6
Kohl's Madison, WI Jun 2017 - Nov 2017 < 1
Capital Wealth Advisory Group Madison, WI May 2016 - May 2017 1
Uw Madison School Of Human Ecology Madison, WI Jan 2016 - May 2017 1
University Of Wisconsin-madison Madison, WI Sep 2015 - Dec 2015 < 1
Jellystone Warrens Warrens, WI May 2015 - Aug 2015 < 1
University Of Wisconsin-madison Madison, WI Sep 2014 - Apr 2015 < 1
Jellystone Warrens Warrens, WI May 2014 - Aug 2014 < 1
University Of Wisconsin-madison Madison, WI Sep 2013 - Apr 2014 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2019
S63 Uniform Securities State Law Examination Nov 2021
Contact Info for Kaitlyn A. Friant
Phone Number: 612-376-4777
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    6,754
    MILLIONS
  • Total Number of Accounts
    18,665
    ACCOUNTS
  • Average Account Value
    $361,847
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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