Cliftonlarsonallen Wealth Advisors, LLC
Cliftonlarsonallen Wealth Advisors, LLC (CRD# 38357) is a financial advisory firm headquartered in Minneapolis, MN. They manage $7,977,801,363 in 19,942 accounts and serve the financial needs of clients across 52 states (or territories).
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Total Assets Under Management7,978MILLION
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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
Charles Claussen (CRD# 6420029) 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.
Brian D'orazio (CRD# 4932503) 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.
Charles Dhanraj (CRD# 4532924) is an Investment Advisor Representative working at Cliftonlarsonallen Wealth Advisors, LLC in Tampa, FL and has over 14 years of experience in the finance industry.
Nicholas Dietzen (CRD# 6234085) 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.
Andrew Domeyer (CRD# 5986041) is an Investment Advisor Representative working at Cliftonlarsonallen Wealth Advisors, LLC in Minneapolis, MN and has over 16 years of experience in the finance industry.
Julian Einfrank (CRD# 5841552) 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.
Jennifer Faust (CRD# 6349677) 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.
Mark Fenlon (CRD# 1466512) is an Investment Advisor Representative working at Cliftonlarsonallen Wealth Advisors, LLC in Minneapolis, MN and has over 28 years of experience in the finance industry.
Justin Fowler (CRD# 4048344) 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.
Kaitlyn Friant (CRD# 6642148) is an Investment Advisor Representative working at Cliftonlarsonallen Wealth Advisors, LLC in Middleton, WI and has over 5 years of experience in the finance industry.