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
Craig Ruffolo (CRD# 4077265) is an Investment Advisor Representative working at Cliftonlarsonallen Wealth Advisors, LLC in Peoria, IL and has over 24 years of experience in the finance industry.
Sherry Salamone (CRD# 5211965) is an Investment Advisor Representative working at Cliftonlarsonallen Wealth Advisors, LLC in Oak Brook, IL and has over 17 years of experience in the finance industry.
David Schian (CRD# 6423574) is an Investment Advisor Representative working at Cliftonlarsonallen Wealth Advisors, LLC in Eau Claire, WI and has over 8 years of experience in the finance industry.
Jeffrey Sellner (CRD# 6881183) 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.
Richard Trittschuh (CRD# 1310820) 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.
Tatum Uecke (CRD# 6524078) 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.
Mark Weber (CRD# 1436984) is an Investment Advisor Representative working at Cliftonlarsonallen Wealth Advisors, LLC in Woodcliff Lake, NJ and has over 33 years of experience in the finance industry.
Karen Wegner (CRD# 6410887) 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.
Curtis Williams (CRD# 4005700) 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.
Joseph Wiser (CRD# 5323316) 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.