Dylan McGarthwaite (CRD# 7385003) is an Investment Advisor Representative working at Cliftonlarsonallen Wealth Advisors, LLC in Minneapolis, MN and has over 2 years of experience in the finance industry.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 4618120
Thrivent Advisor Network, LLC
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cliftonlarsonallen Wealth Advisors, LLC | Minneapolis, MN | May 2021 - Current | 3 |
| Minnesota 4th Judicial District | Minneapolis, MN | Mar 2020 - May 2021 | 1 |
| Unemployed | Sartell, MN | Jan 2020 - Mar 2020 | < 1 |
| Carl Zeiss Industrial Metrology LLC | Maple Grove, MN | Aug 2019 - Jan 2020 | < 1 |
| Mitchell Hamline School Of Law | St. Paul, MN | Aug 2017 - Dec 2019 | 2 |
| Rinke Noonan | St. Cloud, MN | Jun 2019 - Aug 2019 | < 1 |
| Thomson Reuters | Eagan, MN | Aug 2018 - Aug 2018 | < 1 |
| Black Iron Resort | Hayward, WI | Jun 2016 - Jan 2018 | 1 |
| Hayward Power Sports | Hayward, WI | Apr 2017 - Aug 2017 | < 1 |
| Mccarthy Holthus | San Diego, CA | Jan 2016 - May 2016 | < 1 |
| Unemployed | San Diego, CA | Nov 2015 - Jan 2016 | < 1 |
| Black Iron Resort | Hayward, WI | Sep 2015 - Nov 2015 | < 1 |
| Beehive Botanicals | Hayward, WI | Sep 2015 - Nov 2015 | < 1 |
| Seedsheet | Middlebury, VT | Jun 2015 - Aug 2015 | < 1 |
| Middlebury College Recycling Center | Middlebury, VT | Jan 2012 - May 2015 | 3 |
| Middorm Furniture | Middlebury, VT | Sep 2011 - May 2015 | 3 |
| Middlebury College | Middlebury, VT | Aug 2011 - May 2015 | 3 |
| Middlebury Food Services | Middlebury, VT | Feb 2015 - Apr 2015 | < 1 |
| Farmers Insurance | Hayward, WI | Jan 2012 - Jan 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2022 |
- AL
- AK
- AR
- CA
- CO
- CT
- DE
- FL
- GA
- HI
- ID
- IL
- IA
- KS
- KY
- ME
- MD
- MI
- MN
- MS
- MO
- MT
- NE
- NV
- NH
- NJ
- NM
- NY
- NC
- ND
- OH
- OK
- OR
- PA
- RI
- SC
- SD
- TX
- UT
- VT
- VA
- WA
- WV
- WI
- WY
- VI
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Total Assets Under Management7,978MILLIONS
-
Total Number of Accounts19,942ACCOUNTS
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Average Account Value$400,050
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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