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
Mikaela Hunt (CRD# 7162176) is an Investment Advisor Representative working at Cliftonlarsonallen Wealth Advisors, LLC in Minneapolis, MN and has over 3 years of experience in the finance industry.
Sean Huntley (CRD# 4596806) 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.
Henry Jaunich (CRD# 7831157) is an Investment Advisor Representative working at Cliftonlarsonallen Wealth Advisors, LLC in Minneapolis, MN and has 1 year of experience in the finance industry.
Brody Johnson (CRD# 7460243) is an Investment Advisor Representative working at Cliftonlarsonallen Wealth Advisors, LLC in Minneapolis, MN and has 1 year of experience in the finance industry.
Ryan Jones (CRD# 7600844) is an Investment Advisor Representative working at Cliftonlarsonallen Wealth Advisors, LLC in Minneapolis, MN and has 1 year of experience in the finance industry.
Teryn Lau (CRD# 7326671) is an Investment Advisor Representative working at Cliftonlarsonallen Wealth Advisors, LLC in Stevens Point, WI and has 1 year of experience in the finance industry.
Elle Leberg (CRD# 7763795) is an Investment Advisor Representative working at Cliftonlarsonallen Wealth Advisors, LLC in Minneapolis, MN and has 1 year of experience in the finance industry.
Mckenna Makela (CRD# 7315041) is an Investment Advisor Representative working at Cliftonlarsonallen Wealth Advisors, LLC in Minneapolis, MN and has 1 year of experience in the finance industry.
Dylan McGarthwaite (CRD# 7385003) 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.
Anne Meyer (CRD# 7852502) is an Investment Advisor Representative working at Cliftonlarsonallen Wealth Advisors, LLC in Minneapolis, MN and has 1 year of experience in the finance industry.