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RIA / WealthAdvisordual registered (broker-dealer)39 years in industry

KEVIN JOSEPH WELU

Advisor at CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

CEDAR RAPIDS, IA | MINNEAPOLIS, MN

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Search this name across graphsid dfx:ria:16dd4877-3ff3-9461-87be-d96df8c49cef

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:23 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 1
On other graphs: 0
Observed: Jan 19, 2001 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 18, 1987earliest registration or exam on IAPD
Years in industry: 39derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 10
Exams: S65|S63
First exam: Aug 18, 1987
First registration: Jan 19, 2001
Dual registered: yes, broker-dealer
IAPD individual key: 1709277

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	Bd affiliated wealth	Apr 1, 2026	n/a	yes	MINNEAPOLIS, MN\|CEDAR RAPIDS, IA\|MINNEAPOLIS, MN	Current employment
INTEGRITY ALLIANCE, LLC	Bd affiliated wealth	Sep 17, 2025	Apr 1, 2026	no	AUSTIN, TX\|CEDAR RAPIDS, IA\|URBANDALE, IA\|CEDAR RAPIDS, IA\|Cedar Rapids, IA	Previous registration
LION STREET ADVISORS, LLC	Former SEC adviser	Dec 6, 2019	Nov 3, 2025	no	CEDAR RAPIDS, IA	Previous registration
PRIVATE ADVISOR GROUP, LLC	Bd affiliated wealth	Mar 1, 2013	Dec 6, 2019	no	CEDAR RAPIDS, IA\|MORRISTOWN, NJ	Previous registration
BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC.	Bd affiliated wealth	Feb 24, 2006	Mar 1, 2013	no	CEDAR RAPIDS, IA\|CEDAR RAPIDS, IA	Previous registration
VMF CAPITAL	n/a	Nov 27, 2003	Feb 28, 2006	no	CEDAR RAPIDS, IA	Previous registration
VMF CAPITAL LLC	n/a	May 14, 2001	Dec 31, 2003	no	CEDAR RAPIDS, IA	Previous registration
NATIONS FINANCIAL GROUP, INC.	Independent wealth	Jan 19, 2001	Feb 27, 2006	no	CEDAR RAPIDS, IA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
INTEGRITY ALLIANCE, LLC	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	Apr 1, 2026	Apr 1, 2026	0	Firm change	Ibd to ibd
LION STREET ADVISORS, LLC	INTEGRITY ALLIANCE, LLC	Nov 3, 2025	Sep 17, 2025	-47	Bulk transfer	Ibd to ibd
PRIVATE ADVISOR GROUP, LLC	LION STREET ADVISORS, LLC	Dec 6, 2019	Dec 6, 2019	0	Firm change	RIA to ibd
BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC.	PRIVATE ADVISOR GROUP, LLC	Mar 1, 2013	Mar 1, 2013	0	Firm change	Other
VMF CAPITAL	BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC.	Feb 28, 2006	Feb 24, 2006	-4	Firm change	Other
NATIONS FINANCIAL GROUP, INC.	VMF CAPITAL LLC	Feb 27, 2006	May 14, 2001	-1,750	Firm change after gap	Other
VMF CAPITAL LLC	VMF CAPITAL	Dec 31, 2003	Nov 27, 2003	-34	Firm change after gap	Other

Relationships

Registered with (7)

→ CLIFTONLARSONALLEN WEALTH ADVISORS, LLCRegistered adviserregistration: current employment
Apr 1, 2026 to presentfactForm ADV
→ INTEGRITY ALLIANCE, LLCRegistered adviserregistration: previous registration
Sep 17, 2025 to Apr 1, 2026factForm ADV
→ LION STREET ADVISORS, LLCRegistered adviserregistration: previous registration
Dec 6, 2019 to Nov 3, 2025factForm ADV
→ PRIVATE ADVISOR GROUP, LLCRegistered adviserregistration: previous registration
Mar 1, 2013 to Dec 6, 2019factForm ADV
→ BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Feb 24, 2006 to Mar 1, 2013factForm ADV
→ VMF CAPITALRegistered adviserregistration: previous registration
Nov 27, 2003 to Feb 28, 2006factForm ADV
→ NATIONS FINANCIAL GROUP, INC.Registered adviserregistration: previous registration
Jan 19, 2001 to Feb 27, 2006factForm ADV

Dated events

Occurred
Apr 1, 2026
Advisor changed firm
Kevin Joseph Welu left Integrity Alliance, Llc for Cliftonlarsonallen Wealth Advisors, Llc (registered 2026-04-01)
Form ADVobserved 4 days ago