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
Nathan Woessner (CRD# 6989402) 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.
Henry Wright (CRD# 5185279) is an Investment Advisor Representative working at Cliftonlarsonallen Wealth Advisors, LLC in Indianapolis, IN and has over 17 years of experience in the finance industry.
Eden Baca (CRD# 7859096) is an Investment Advisor Representative working at Cliftonlarsonallen Wealth Advisors, LLC in Minneapolis, MN and has 1 year of experience in the finance industry.
Maxwell Bailey (CRD# 7573998) is an Investment Advisor Representative working at Cliftonlarsonallen Wealth Advisors, LLC in Eau Claire, WI and has 1 year of experience in the finance industry.
Joseph Chovan (CRD# 6506955) is an Investment Advisor Representative working at Cliftonlarsonallen Wealth Advisors, LLC in Peoria, IL and has over 4 years of experience in the finance industry.
Francesco Conidi (CRD# 2941360) is an Investment Advisor Representative working at Cliftonlarsonallen Wealth Advisors, LLC in Minneapolis, MN and has over 21 years of experience in the finance industry.
Jennifer Devine (CRD# 2554385) is an Investment Advisor Representative working at Cliftonlarsonallen Wealth Advisors, LLC in Minneapolis, MN and has over 29 years of experience in the finance industry.
Rebecca Garza (CRD# 7120241) is an Investment Advisor Representative working at Cliftonlarsonallen Wealth Advisors, LLC in Minneapolis, MN and has over 2 years of experience in the finance industry.
Bennett Greer (CRD# 6942096) is an Investment Advisor Representative working at Cliftonlarsonallen Wealth Advisors, LLC in Greenwood Village, CO and has over 2 years of experience in the finance industry.
Kendall Hill (CRD# 7787651) is an Investment Advisor Representative working at Cliftonlarsonallen Wealth Advisors, LLC in Minneapolis, MN and has 1 year of experience in the finance industry.