Unclaimed Profile

William Clayton Bland

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC·MINNEAPOLIS, Minnesota

SIE, Series 7, Series 24, Series 63, Series 65Clean record20 years registeredCLIFTONLARSONALLEN WEALTH ADVISORS, LLC

220 SOUTH 6TH STREET, MINNEAPOLIS, MN 55402-1418CRD# 3259971Firm CRD# 38357

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

William Clayton Bland · MINNEAPOLIS, MN

Registration

CRD #3259971 · CLIFTONLARSONALLEN WEALTH ADVISORS, LLC · 20 years registered

Brand Profile

Not yet started

Career History

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

Jul 2015 – present

J.P. MORGAN SECURITIES LLC

Nov 2005 – Jul 2015

SEATTLE, WA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · November 8, 2005

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

CRD 38357 · SEC 801-57242

AUM

$8.0B

Regulatory assets under management

Employees

153

19,942 client accounts

Services offered by CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at CLIFTONLARSONALLEN WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does William Clayton Bland offer?

William Clayton Bland specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MINNEAPOLIS, Minnesota for a consultation.

What are William Clayton Bland's credentials?

William Clayton Bland is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Clayton Bland located?

William Clayton Bland is based in MINNEAPOLIS, Minnesota, working with CLIFTONLARSONALLEN WEALTH ADVISORS, LLC. Their office serves clients in the MINNEAPOLIS metropolitan area and surrounding communities.

How does William Clayton Bland charge for services?

William Clayton Bland's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CLIFTONLARSONALLEN WEALTH ADVISORS, LLC?

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC has approximately 153 employees and manages $8.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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