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
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.
Jonathan Meinholz (CRD# 5675772) is an Investment Advisor Representative working at Cliftonlarsonallen Wealth Advisors, LLC in Eau Claire, WI and has over 12 years of experience in the finance industry.
Rebecca Moore (CRD# 5980247) 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.
Christopher Moss (CRD# 2209534) is an Investment Advisor Representative working at Cliftonlarsonallen Wealth Advisors, LLC in Minneapolis, MN and has over 25 years of experience in the finance industry.
Melissa Nunez (CRD# 5583606) is an Investment Advisor Representative working at Cliftonlarsonallen Wealth Advisors, LLC in Albuquerque, NM and has over 12 years of experience in the finance industry.
Andrew Ostlund (CRD# 4113973) is an Investment Advisor Representative working at Cliftonlarsonallen Wealth Advisors, LLC in Baxter, MN and has over 22 years of experience in the finance industry.
Michael Pohl (CRD# 6663626) 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.
Stephen Powers (CRD# 2389023) is an Investment Advisor Representative working at Cliftonlarsonallen Wealth Advisors, LLC in Minneapolis, MN and has over 30 years of experience in the finance industry.
Brian Ream (CRD# 2210745) is an Investment Advisor Representative working at Cliftonlarsonallen Wealth Advisors, LLC in Minneapolis, MN and has over 31 years of experience in the finance industry.
Joseph Reina (CRD# 6303258) is an Investment Advisor Representative working at Cliftonlarsonallen Wealth Advisors, LLC in Addison, TX and has over 10 years of experience in the finance industry.