Triston Richert (CRD# 7220413) is an Investment Advisor Representative working at Cliftonlarsonallen Wealth Advisors, LLC in Minneapolis, MN and has over 3 years of experience in the finance industry.
CRD# 4898817
Raymond James & Associates, Inc.
CRD# 5002363
Lundeen Abrams Advisors, LLC
CRD# 6559296
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cliftonlarsonallen Wealth Advisors | Minneapolis, MN | Jan 2021 - Current | 3 |
| Unemployed | St. Paul, MN | Nov 2020 - Dec 2020 | < 1 |
| Aei Fund Management, Inc. | St. Paul, MN | May 2018 - Nov 2020 | 2 |
| Crookston Sports Center | Crookston, MN | Oct 2017 - Apr 2018 | < 1 |
| University Of Minnesota Crookston | Crookston, MN | Aug 2017 - Dec 2017 | < 1 |
| Norsk Concrete Construction, Inc. | Blaine, MN | May 2015 - Aug 2017 | 2 |
| University Of Minnesota Crookston | Crookston, MN | Aug 2014 - May 2015 | < 1 |
| Wild Bills Sports Saloon | Woodbury, MN | Jun 2013 - Aug 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2021 |
- MN
- NE
-
Total Assets Under Management7,978MILLIONS
-
Total Number of Accounts19,942ACCOUNTS
-
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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.