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Advisor at CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
Wauwatosa, WI | 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 | Dec 7, 2022 | n/a | yes | Wauwatosa, WI|MINNEAPOLIS, MN|MINNEAPOLIS, MN | Current employment |
| TRANSAMERICA RETIREMENT ADVISORS, LLC | Bd affiliated wealth | Jul 27, 2022 | Dec 7, 2022 | no | Milwaukee, WI | Previous registration |
| RUSSELL INVESTMENTS | Asset manager | Jul 1, 2016 | Jul 21, 2022 | no | Milwaukee, WI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT ADVISORS, LLC | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | Dec 7, 2022 | Dec 7, 2022 | 0 | Firm change | Ibd to ibd |
| RUSSELL INVESTMENTS | TRANSAMERICA RETIREMENT ADVISORS, LLC | Jul 21, 2022 | Jul 27, 2022 | 6 | Firm change | Other |