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 Neutzling (CRD# 7387855) 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.
Nathan Nicolaisen (CRD# 7444816) 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.
Joseph Niehoff (CRD# 5885754) is an Investment Advisor Representative working at Cliftonlarsonallen Wealth Advisors, LLC in Minneapolis, MN and has over 12 years of experience in the finance industry.
Brady Palzkill (CRD# 7567623) is an Investment Advisor Representative working at Cliftonlarsonallen Wealth Advisors, LLC in Minneapolis, MN and has 1 year of experience in the finance industry.
Kayla Pucheta (CRD# 7362395) 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.
Adrianne Regrutto (CRD# 4260873) is an Investment Advisor Representative working at Cliftonlarsonallen Wealth Advisors, LLC in Tucson, AZ and has over 23 years of experience in the finance industry.
Triston Richert (CRD# 7220413) 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.
Trevor Schmitz (CRD# 6570902) 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.
Adam Sinclair (CRD# 7026875) is an Investment Advisor Representative working at Cliftonlarsonallen Wealth Advisors, LLC in Minneapolis, MN and has over 4 years of experience in the finance industry.
Christopher Tedesco (CRD# 7228988) 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.