Cliftonlarsonallen Wealth Advisors, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

38357

SEC number

801-57242

Firm type

RIA

Assets under management

$14.4B as of Mar 31, 2026

Website

www.claconnect.com ↗

Phone

612-376-4777

Address

220 South 6th Street, Minneapolis, MN, 55402-1418

Advisors at this firm

101 in our index · page 2 of 3

• James Wook KimCRD 2912262 · Century City, CA
  Broker
• Brian Douglas KleistCRD 4719917 · Wauwatosa, WI
  IA RegisteredBroker
• Teryn Cindy KuseCRD 7326671 · Stevens Point, WI
  IA RegisteredBroker
• Timothy T LuchsingerCRD 5451313 · Middleton, WI
  IA RegisteredBroker
• David LeberCRD 7984162 · Seattle, WA
  Broker
• Brandon Edward LeyertCRD 7024503 · Seattle, WA
  Broker
• Tyler LochCRD 6994226 · Minneapolis, MN
  IA RegisteredBroker
• Jeremiah James LurkenCRD 5816818 · Mankato, MN
  IA RegisteredBroker
• Brian Matthew MckibbanCRD 5400733 · West Des Moines, IA
  IA RegisteredBroker
• Randy Lee MoeCRD 2786506 · Lake Oswego, OR
  Broker
• Christopher King MossCRD 2209534 · Appleton, WI
  IA RegisteredBroker
  Disclosure event(s) on record
• Brian David MurphyCRD 6147279 · Seattle, WA
  Broker
• Dylan James McgarthwaiteCRD 7385003 · St. Cloud, MN
  IA Registered
• Steven K MeaderCRD 7528913 · Minneapolis, MN
  Broker
• Samuel K MullinsCRD 7405962 · Eau Claire, WI
  IA RegisteredBroker
• Melissa NunezCRD 5583606 · Albuquerque, NM
  IA Registered
• Steven NeutzlingCRD 7387855 · Minneapolis, MN
  IA Registered
• Miles NoreusCRD 7599479 · Seattle, WA
  Broker
• Andrew Jeffrey OstlundCRD 4113973 · Brainerd, MN
  IA RegisteredBroker
• Darrell Lee OsterlooCRD 2370276 · Middleton, WI
  Broker
• Alexander Brady PerryCRD 7085791 · Denver, CO
  IA RegisteredBroker
• Gregory Enochs PowellCRD 4569011 · Seattle, WA
  Broker
• Stephen Michael PowersCRD 2389023 · Charlotte, NC
  IA RegisteredBroker
• Matthew RechtinCRD 4647211 · Seattle, WA
  Broker
• Patrick Thomas Gilliam RinglandCRD 6148246 · Seattle, WA
  Broker
• Christine Renee RossCRD 2708936 · Tempe, AZ
  IA RegisteredBroker
  Disclosure event(s) on record
• Craig James RuffoloCRD 4077265 · Peoria, IL
  IA RegisteredBroker
• Adrianne Marie RegruttoCRD 4260873 · Tucson, AZ
  IA Registered
• Andrew RichardsonCRD 7287242 · Addison, TX
  IA RegisteredBroker
• Triston Kane RichertCRD 7220413 · Minneapolis, MN
  IA RegisteredBroker
• David RosensweetCRD 3209153 · Livingston, NJ
  IA RegisteredBroker
• David Michael SchianCRD 6423574 · Eau Claire, WI
  IA RegisteredBroker
• Ian SylvanCRD 3201718 · Oak Brook, IL
  Broker
• Sherry Lee SalamoneCRD 5211965 · Oak Brook, IL
  IA RegisteredBroker
• David Andrew ShapiroCRD 7606807 · Minneapolis, MN
  Broker
• Adam James SinclairCRD 7026875 · Tampa, FL
  IA RegisteredBroker
• Elle Nicole SmitsCRD 7763795 · Stevens Point, WI
  IA RegisteredBroker
• Lori Ann SquarcettaCRD 2045005 · King Of Prussia, PA
  Broker
• Edward Robert StoberCRD 2574936 · Minneapolis, MN
  IA Registered
• Christopher Alessio TedescoCRD 7228988 · Tempe, AZ
  IA RegisteredBroker
• Richard Mark TrittschuhCRD 1310820 · Oak Brook, IL
  IA RegisteredBroker
• Tatum Cassandra UeckeCRD 6524078 · Appleton, WI
  IA RegisteredBroker
• Jaclyn Suzanne Van HorrickCRD 4587577 · Minneapolis, MN
  Broker
• Kevin Joseph WeluCRD 1709277 · Cedar Rapids, IA
  IA RegisteredBroker
• Troy WagnerCRD 7560491 · Wauwatosa, WI
  IA RegisteredBroker
• Karen K WegnerCRD 6410887 · Minneapolis, MN
  IA RegisteredBroker
• Benjamin Matthew WestermanCRD 6137762 · St. Louis, MO
  IA Registered
• Joseph Christian WiserCRD 5323316 · Bellevue, WA
  IA Registered
• Nathan Leonard WoessnerCRD 6989402 · Minneapolis, MN
  IA RegisteredBroker
• Eric Chang-Jen YehCRD 6261214 · Century City, CA
  BrokerRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.