Cliftonlarsonallen Wealth Advisors LLC
Legal Name: CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
Full Contact Details
Cliftonlarsonallen Wealth Advisors LLC
220 SOUTH 6TH STREET, SUITE 300, MINNEAPOLIS, MN
612-376-4777
612-376-4690
Other Info
Cliftonlarsonallen Wealth Advisors, LLC is a Minnesota-based limited liability company that employs 104 people, of which 83 are in advisory positions. The firm provides its services to 647 clients and has been approved by the U.S. Securities and Exchange Commission, with a registration date of Feb 23, 2000.
CLA (CliftonLarsonAllen)
CLA is a professional services firm delivering integrated wealth advisory, digital, audit, tax, outsourcing, and consulting services. Learn more about CLA.
Direct Owners
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BRIAN JACOB BUFFIE
CHIEF COMPLIANCE OFFICER owns less than 5%
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BRUCE GERALD BUSHMAN
CHIEF EXECUTIVE OFFICER owns less than 5%
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CLIFTONLARSONALLEN LLP
SOLE MEMBER owns 75% or more
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JOHN ROBERT UROSEVICH
CHIEF OPERATING OFFICER owns less than 5%
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MATTHEW BRENT JOHNSON
CHIEF FINANCIAL OFFICER owns less than 5%
Firms Located Nearby
News
- Cliftonlarsonallen Wealth Advisors, LLC Q3 2023 vs. Q4 2023 13F Holdings Comparison
- Cliftonlarsonallen Wealth Advisors, LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison
- Cliftonlarsonallen Wealth Advisors, LLC Q1 2023 vs. Q2 2023 13F Holdings Comparison
- The Shifts and Trends in Wealth: A Look into Cliftonlarsonallen Wealth Advisors' Q4 2022 vs. Q1 2023 13F Holdings Comparison