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).
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Total Assets Under Management6,754MILLION
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Total Number of Accounts18,665ACCOUNTS
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Average Account Value$361,847
- 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
Omer Abramovich (CRD# 6206290) 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.
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.
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.
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.
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.
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.
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.
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.
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.
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.