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
Mark Griffin (CRD# 2559878) 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.
Nicole Gronholz (CRD# 6613532) is an Investment Advisor Representative working at Cliftonlarsonallen Wealth Advisors, LLC in Minneapolis, MN and has over 5 years of experience in the finance industry.
John Gustavson (CRD# 4045015) 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.
Antony Hallada (CRD# 2009640) is an Investment Advisor Representative working at Cliftonlarsonallen Wealth Advisors, LLC in Minneapolis, MN and has over 34 years of experience in the finance industry.
Arnita Hallman (CRD# 4269541) 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.
Jamie Hampton (CRD# 4398955) 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.
Andrew Hengst (CRD# 2896338) 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.
Derek Hicks (CRD# 5444298) 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.
Peter Holupchinski (CRD# 6229137) is an Investment Advisor Representative working at Cliftonlarsonallen Wealth Advisors, LLC in Minneapolis, MN and has 1 year of experience in the finance industry.
Sarah Jensen (CRD# 4555909) 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.