Eden Baca (CRD# 7859096) is an Investment Advisor Representative working at Cliftonlarsonallen Wealth Advisors, LLC in Minneapolis, MN and has 1 year 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, LLP | Bellevue, WA | Aug 2022 - Current | 1 |
Unemployed | Kent, WA | May 2022 - Jul 2022 | < 1 |
University Of Illinois Urbana-champaign | Champaign, IL | Aug 2021 - May 2022 | < 1 |
Cliftonlarsonallen LLP | Champaign, IL | Jan 2022 - Apr 2022 | < 1 |
Northwest University | Kirkland, WA | Aug 2019 - Aug 2021 | 2 |
Northwest University | Kirkland, WA | Aug 2018 - May 2021 | 2 |
Thrive Church | Lathrop, CA | May 2019 - Dec 2020 | 1 |
Retinal Consultants Medical Group | Modesto, CA | Jun 2018 - Aug 2018 | < 1 |
Lathrop High School | Lathrop, CA | Aug 2014 - May 2018 | 3 |
Big Valley Christian School | Modesto, CA | Feb 2014 - Jul 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Mar 2024 |
- WA
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Total Assets Under Management7,978MILLIONS
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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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