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
Steven Jones (CRD# 2114108) is an Investment Advisor Representative working at Cliftonlarsonallen Wealth Advisors, LLC in Saint Louis, MO and has over 31 years of experience in the finance industry.
Catherine Kane (CRD# 4560797) is an Investment Advisor Representative working at Cliftonlarsonallen Wealth Advisors, LLC in Oak Brook, IL and has 1 year of experience in the finance industry.
Brian Kleist (CRD# 4719917) is an Investment Advisor Representative working at Cliftonlarsonallen Wealth Advisors, LLC in Wauwatosa, WI and has over 13 years of experience in the finance industry.
Timothy Laughlin (CRD# 6668947) 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.
Eric Leonhardt (CRD# 6739275) is an Investment Advisor Representative working at Cliftonlarsonallen Wealth Advisors, LLC in Minneapolis, MN and has over 7 years of experience in the finance industry.
Tyler Loch (CRD# 6994226) 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.
Timothy Luchsinger (CRD# 5451313) 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.
Jeremiah Lurken (CRD# 5816818) is an Investment Advisor Representative working at Cliftonlarsonallen Wealth Advisors, LLC in Mankato, MN and has over 13 years of experience in the finance industry.
James Mari (CRD# 2476420) is an Investment Advisor Representative working at Cliftonlarsonallen Wealth Advisors, LLC in King Of Prussia, PA and has over 15 years of experience in the finance industry.
Michael McGraw (CRD# 3175061) 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.