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Advisor at CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
Brainerd, MN | Baxter, MN | MINNEAPOLIS, MN
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | Bd affiliated wealth | Nov 14, 2019 | n/a | yes | Baxter, MN|MINNEAPOLIS, MN|Brainerd, MN|MINNEAPOLIS, MN | Current employment |
| SECURIAN FINANCIAL SERVICES, INC. | Former SEC adviser | Dec 16, 2015 | Aug 16, 2016 | no | HOUSTON, TX | Previous registration |
| HOMESTEAD ADVISERS CORP. | Other adviser | Jul 22, 2009 | Mar 27, 2012 | no | ARLINGTON, VA | Previous registration |
| AMERIPRISE FINANCIAL SERVICES, LLC | National bd RIA | Nov 7, 2001 | Jul 8, 2009 | no | MCLEAN, VA|MCLEAN, VA|BETHESDA, MD | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SECURIAN FINANCIAL SERVICES, INC. | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | Aug 16, 2016 | Nov 14, 2019 | 1,185 | Firm change after gap | Other |
| HOMESTEAD ADVISERS CORP. | SECURIAN FINANCIAL SERVICES, INC. | Mar 27, 2012 | Dec 16, 2015 | 1,359 | Firm change after gap | Other |
| AMERIPRISE FINANCIAL SERVICES, LLC | HOMESTEAD ADVISERS CORP. | Jul 8, 2009 | Jul 22, 2009 | 14 | Firm change | Other |