Cliftonlarsonallen Wealth Advisors, LLC

Cliftonlarsonallen Wealth Advisors, LLC (CRD# 38357) is a financial advisory firm headquartered in Minneapolis, MN. They manage $6,753,872,946 in 18,665 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    6,754
    MILLION
  • 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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Cliftonlarsonallen Wealth Advisors, LLC
Showing 1 - 10 of 89 top financial advisors.
1
Omer Abramovich
CRD#: 6206290
2875 Michelle Drive, Suite 300, Irvine, CA 92606

Omer Abramovich (CRD# 6206290) is an Investment Advisor Representative working at Cliftonlarsonallen Wealth Advisors, LLC in Irvine, CA and has over 10 years of experience in the finance industry. Omer Abramovich has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Casey G. Anderson
CRD#: 4876750
220 South 6th Street, Suite 300, Minneapolis, MN 55402

Casey Anderson (CRD# 4876750) is an Investment Advisor Representative working at Cliftonlarsonallen Wealth Advisors, LLC in Minneapolis, MN and has over 4 years of experience in the finance industry. Casey Anderson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
William C. Bland
CRD#: 3259971
220 South 6th Street, Suite 300, Minneapolis, MN 55402

William Bland (CRD# 3259971) is an Investment Advisor Representative working at Cliftonlarsonallen Wealth Advisors, LLC in Minneapolis, MN and has over 24 years of experience in the finance industry.

4
Timothy H. Bolinski
CRD#: 6150945
150 S Warner Road, Suite 310, King Of Prussia, PA 19406

Timothy Bolinski (CRD# 6150945) is an Investment Advisor Representative working at Cliftonlarsonallen Wealth Advisors, LLC in King Of Prussia, PA and has over 7 years of experience in the finance industry. Timothy Bolinski has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Robert D. Bosco
CRD#: 1997398
220 S. Sixth Street, Suite 300, Minneapolis, MN 55402

Robert Bosco (CRD# 1997398) is an Investment Advisor Representative working at Cliftonlarsonallen Wealth Advisors, LLC in Minneapolis, MN and has over 13 years of experience in the finance industry. Robert Bosco has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Adam J. Bourk
CRD#: 4248439
220 South 6th Street, Suite 300, Minneapolis, MN 55402

Adam Bourk (CRD# 4248439) is an Investment Advisor Representative working at Cliftonlarsonallen Wealth Advisors, LLC in Minneapolis, MN and has over 23 years of experience in the finance industry. Adam Bourk has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Scott D. Brubaker
CRD#: 6269520
220 South 6th Street, Suite 300, Minneapolis, MN 55402

Scott Brubaker (CRD# 6269520) is an Investment Advisor Representative working at Cliftonlarsonallen Wealth Advisors, LLC in Minneapolis, MN and has 1 year of experience in the finance industry.

8
Christine L. Bulfer
CRD#: 4132094
220 South 6th Street, Suite 300, Minneapolis, MN 55402

Christine Bulfer (CRD# 4132094) is an Investment Advisor Representative working at Cliftonlarsonallen Wealth Advisors, LLC in Minneapolis, MN and has over 22 years of experience in the finance industry.

9
Abby E. Butz
CRD#: 6538230
220 South 6th Street, Suite 300, Minneapolis, MN 55402

Abby Butz (CRD# 6538230) is an Investment Advisor Representative working at Cliftonlarsonallen Wealth Advisors, LLC in Minneapolis, MN and has over 6 years of experience in the finance industry.

10
Joan M. Carroll
CRD#: 4561825
220 S. Sixth Street, Suite 300, Minneapolis, MN 55402

Joan Carroll (CRD# 4561825) is an Investment Advisor Representative working at Cliftonlarsonallen Wealth Advisors, LLC in Minneapolis, MN and has over 20 years of experience in the finance industry.

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