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CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
MINNEAPOLIS, Minnesota
·
6 registered advisors
·
CRD# 38357
SEC# 801-57242
37
612-376-4777
01
Firm Overview
AUM
$8.0B
Regulatory assets under management
Employees
153
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
6 registered advisors
Brian Jacob Buffie
MINNEAPOLIS, Minnesota
CRD# 5532207
Bruce Gerald Bushman
MINNEAPOLIS, Minnesota
CFP
ChFC
CRD# 1097277
Jaclyn Suzanne Van Horrick
MINNEAPOLIS, Minnesota
CRD# 4587577
Matthew Brent Johnson
MINNEAPOLIS, Minnesota
CRD# 5366417
Randall Lee Wetherille
MINNEAPOLIS, Minnesota
CRD# 1506445
William Clayton Bland
MINNEAPOLIS, Minnesota
CRD# 3259971
05
Office Locations
MINNEAPOLIS, Minnesota
6 advisors
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Data sourced from SEC Form ADV filings. CLIFTONLARSONALLEN WEALTH ADVISORS, LLC (CRD# 38357) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.