Cliftonlarsonallen Wealth Advisors, LLC

Cliftonlarsonallen Wealth Advisors, LLC (CRD# 38357) is a financial advisory firm headquartered in Minneapolis, MN. They manage $2,426,894,239 in 6,936 accounts and serve the financial needs of clients across 35 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,427
    MILLION
  • Total Number of Accounts
    6,936
    ACCOUNTS
  • Average Account Value
    $349,898
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)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, DC, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, MI, MN, MO, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TX, UT, VA, WA, WI

Financial Advisors at Cliftonlarsonallen Wealth Advisors, LLC
Showing 1 - 10 of 62 top financial advisors.
1
Brian M. McKibban
CRD#: 5400733
5550 Wild Rose Lane, Suite 300, West Des Moines, IA 50266
101
Wealthminder
score

Brian McKibban (CRD# 5400733) is an Investment Advisor Representative working at Cliftonlarsonallen Wealth Advisors, LLC in West Des Moines, IA and has 15 years of experience in the finance industry. Brian McKibban 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 putclients' interests first and comply with the Financial Planning Practice Standards.

2
Casey G. Anderson
CRD#: 4876750
220 South Sixth St., Suite 600, Minneapolis, MN 55402
96
Wealthminder
score

Casey Anderson (CRD# 4876750) is an Investment Advisor Representative working at Cliftonlarsonallen Wealth Advisors, LLC in Minneapolis, MN and has over 11 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
Nicholas J. Andresen
CRD#: 5524961
220 S. Sixth Street, Suite 300, Minneapolis, MN 55402
96
Wealthminder
score

Nicholas Andresen (CRD# 5524961) is an Investment Advisor Representative working at Cliftonlarsonallen Wealth Advisors, LLC in Minneapolis, MN and has over 10 years of experience in the finance industry. Nicholas Andresen 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.

4
Charles C. Betz
CRD#: 2545579
220 South 6th Street, Suite 300, Minneapolis, MN 55402
96
Wealthminder
score

Charles Betz (CRD# 2545579) 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. Charles Betz 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
Stephen A. Bien
CRD#: 2924192
220 S. Sixth Street, Suite 300, Minneapolis, MN 55402
96
Wealthminder
score

Stephen Bien (CRD# 2924192) is an Investment Advisor Representative working at Cliftonlarsonallen Wealth Advisors, LLC in Minneapolis, MN and has over 19 years of experience in the finance industry.

6
Robert D. Bosco
CRD#: 1997398
220 S. Sixth Street, Suite 300, Minneapolis, MN 55402
96
Wealthminder
score

Robert Bosco (CRD# 1997398) 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. 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.

7
James P. Clemensen
CRD#: 5199235
220 South 6th Street, Suite 300, Minneapolis, MN 55402
96
Wealthminder
score

James Clemensen (CRD# 5199235) is an Investment Advisor Representative working at Cliftonlarsonallen Wealth Advisors, LLC in Minneapolis, MN and has over 10 years of experience in the finance industry. James Clemensen 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.

8
Brian M. D'orazio
CRD#: 4932503
8390 East Crescent Parkway, Suite 500, Greenwood Village, CO 80111
96
Wealthminder
score

Brian D'orazio (CRD# 4932503) is an Investment Advisor Representative working at Cliftonlarsonallen Wealth Advisors, LLC in Greenwood Village, CO and has over 11 years of experience in the finance industry. Brian D'orazio 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.

9
Scott A. Davis
CRD#: 5438914
301 Sw Adams, Suite 1000, Peoria, IL 61602
96
Wealthminder
score

Scott Davis (CRD# 5438914) is an Investment Advisor Representative working at Cliftonlarsonallen Wealth Advisors, LLC in Peoria, IL and has over 9 years of experience in the finance industry. Scott Davis 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.

10
Andrew P. Domeyer
CRD#: 5986041
220 S. Sixth Street, Suite 300, Minneapolis, MN 55402
96
Wealthminder
score

Andrew Domeyer (CRD# 5986041) is an Investment Advisor Representative working at Cliftonlarsonallen Wealth Advisors, LLC in Minneapolis, MN and has over 8 years of experience in the finance industry. Andrew Domeyer 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.

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