CLIFTON GUNDERSON WEALTH ADVISORS LLC
Legal name: CLIFTON GUNDERSON WEALTH ADVISORS
CRD #111297 SEC #801-58266 MIDDLETON, WI 608.662.8600
SEC Registered
Total AUM
$847.8M
Discretionary
$847.8M
Employees
11
Clients
51
Accounts
2,241
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Illinois
- Fiscal Year End
- MAY
- Registration Date
- --
- Latest Filing
- Feb 28, 2012
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BAILEY, DAVID, E. | I | CFO, COO | NA | Control |
| BAILEY, DAVID, E. | I | CFO, COO | NA | Control |
| BAILEY, DAVID, EUGENE | I | TREASURER | NA | Control |
| BAILEY, DAVID, EUGENE | I | TREASURER | NA | Control |
| BAILEY, DAVID, EUGENE | I | TREASURER | NA | Control |
| BAILEY, DAVID, EUGENE | I | TREASURER | NA | Control |
| BAILEY, DAVID, EUGENE | I | TREASURER | NA | Control |
| BAILEY, DAVID, EUGENE | I | TREASURER | NA | Control |
| BAILEY, DAVID, EUGENE | I | TREASURER | NA | Control |
| BAILEY, DAVID, EUGENE | I | TREASURER | NA | Control |
| BAILEY, DAVID, EUGENE | I | TREASURER | NA | Control |
| BAILEY, DAVID, EUGENE | I | TREASURER | NA | Control |
| BAILEY, DAVID, EUGENE | I | TREASURER | NA | Control |
| BAILEY, DAVID, EUGENE | I | TREASURER | NA | Control |
| BAILEY, DAVID, EUGENE | I | TREASURER | NA | Control |
| BAILEY, DAVID, EUGENE | I | TREASURER | NA | Control |
| BAILEY, DAVID, EUGENE | I | TREASURER | NA | Control |
| BAILEY, DAVID, EUGENE | I | TREASURER | NA | Control |
| BAILEY, DAVID, EUGENE | I | TREASURER | NA | Control |
| BAILEY, DAVID, EUGENE | I | TREASURER | NA | Control |
| BAILEY, DAVID, EUGENE | I | TREASURER | NA | Control |
| BAILEY, DAVID, EUGENE | I | TREASURER | NA | Control |
| BAILEY, DAVID, EUGENE | I | TREASURER | NA | Control |
| BAILEY, DAVID, EUGENE | I | TREASURER | NA | Control |
| BAILEY, DAVID, EUGENE | I | TREASURER | NA | Control |
| BAILEY, DAVID, EUGENE | I | TREASURER | NA | Control |
| BAILEY, DAVID, EUGENE | I | TREASURER | NA | Control |
| BAILEY, DAVID, EUGENE | I | TREASURER | NA | Control |
| BAILEY, DAVID, EUGENE | I | TREASURER | NA | Control |
| BAILEY, DAVID, EUGENE | I | TREASURER | NA | Control |
| BAILEY, DAVID, EUGENE | I | TREASURER | NA | Control |
| BAILEY, DAVID, EUGENE | I | TREASURER | NA | Control |
| BAILEY, DAVID, EUGENE | I | TREASURER | NA | Control |
| BAILEY, DAVID, EUGENE | I | TREASURER | NA | Control |
| BEKASOV, GENNADY | I | CHIEF COMPLIANCE OFFICER | NA | |
| BEKASOV, GENNADY | I | CHIEF COMPLIANCE OFFICER | NA | |
| BEKASOV, GENNADY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BEKASOV, GENNADY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BEKASOV, GENNADY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BEKASOV, GENNADY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BEKASOV, GENNADY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BEKASOV, GENNADY | I | CHIEF COMPLIANCE OFFICER | NA | |
| BEKASOV, GENNADY | I | CHIEF COMPLIANCE OFFICER | NA | |
| BEKASOV, GENNADY | I | CHIEF COMPLIANCE OFFICER | NA | |
| BEKASOV, GENNADY | I | CHIEF COMPLIANCE OFFICER | NA | |
| BEKASOV, GENNADY | I | CHIEF COMPLIANCE OFFICER | NA | |
| BEKASOV, GENNADY | I | CHIEF COMPLIANCE OFFICER | NA | |
| BEKASOV, GENNADY | I | CHIEF COMPLIANCE OFFICER | NA | |
| BEKASOV, GENNADY | I | CHIEF COMPLIANCE OFFICER | NA | |
| BEKASOV, GENNADY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BEKASOV, GENNADY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BEKASOV, GENNADY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BRUCE, PAUL, VERNON | I | CHIEF COMPLIANCE OFFICER | NA | |
| BRUCE, PAUL, VERNON | I | CHIEF COMPLIANCE OFFICER | NA | |
| BRUCE, PAUL, VERNON | I | CHIEF COMPLIANCE OFFICER | NA | |
| BRUCE, PAUL, VERNON | I | CHIEF COMPLIANCE OFFICER | NA | |
| BRUCE, PAUL, VERNON | I | CHIEF COMPLIANCE OFFICER | NA | |
| BRUCE, PAUL, VERNON | I | CHIEF COMPLIANCE OFFICER | NA | |
| BRUCE, PAUL, VERNON | I | CHIEF COMPLIANCE OFFICER | NA | |
| BRUCE, PAUL, VERNON | I | CHIEF COMPLIANCE OFFICER | NA | |
| BRUCE, PAUL, VERNON | I | CHIEF COMPLIANCE OFFICER | NA | |
| BRUCE, PAUL, VERNON | I | CHIEF COMPLIANCE OFFICER | NA | |
| FORD, ANITA, MARIE | I | SECRETARY | NA | Control |
| FORD, ANITA, MARIE | I | SECRETARY | NA | Control |
| FORD, ANITA, MARIE | I | SECRETARY | NA | Control |
| FORD, ANITA, MARIE | I | SECRETARY | NA | Control |
| FORD, ANITA, MARIE | I | SECRETARY | NA | Control |
| FORD, ANITA, MARIE | I | SECRETARY | NA | Control |
| FORD, ANITA, MARIE | I | SECRETARY | NA | Control |
| FORD, ANITA, MARIE | I | SECRETARY | NA | Control |
| FORD, ANITA, MARIE | I | SECRETARY | NA | Control |
| FORD, ANITA, MARIE | I | SECRETARY | NA | Control |
| FORD, ANITA, MARIE | I | SECRETARY | NA | Control |
| FORD, ANITA, MARIE | I | SECRETARY | NA | Control |
| FORD, ANITA, MARIE | I | SECRETARY | NA | Control |
| FORD, ANITA, MARIE | I | SECRETARY | NA | Control |
| FORD, ANITA, MARIE | I | SECRETARY | NA | Control |
| GEORGE, CARL, RAY | I | SECRETARY | NA | Control |
| GEORGE, CARL, RAY | I | SECRETARY | NA | Control |
| GEORGE, CARL, RAY | I | SECRETARY | NA | Control |
| GEORGE, CARL, RAY | I | SECRETARY | NA | Control |
| GEORGE, CARL, RAY | I | SECRETARY | NA | Control |
| GEORGE, CARL, RAY | I | SECRETARY | NA | Control |
| GEORGE, CARL, RAY | I | SECRETARY | NA | Control |
| GEORGE, CARL, RAY | I | SECRETARY | NA | Control |
| GEORGE, CARL, RAY | I | SECRETARY | NA | Control |
| GEORGE, CARL, RAY | I | SECRETARY | NA | Control |
| GEORGE, CARL, RAY | I | SECRETARY | NA | Control |
| GEORGE, CARL, RAY | I | SECRETARY | NA | Control |
| GEORGE, CARL, RAY | I | SECRETARY | NA | Control |
| GEORGE, CARL, RAY | I | SECRETARY | NA | Control |
| GEORGE, CARL, RAY | I | SECRETARY | NA | Control |
| GEORGE, CARL, RAY | I | SECRETARY | NA | Control |
| GEORGE, CARL, RAY | I | SECRETARY | NA | Control |
| GEORGE, CARL, RAY | I | SECRETARY | NA | Control |
| GEORGE, CARL, RAY | I | SECRETARY | NA | Control |
| GOLDENSON, RICHARD, HARRY | I | CHAIRMAN | NA | Control |
| MATHERS, ROBERT, ALAN | I | CEO, CLO, COO | NA | Control |
| MATHERS, ROBERT, ALAN | I | CEO, CLO, COO | NA | Control |
| MATHERS, ROBERT, ALAN | I | CEO, CLO, COO | NA | Control |
| MATHERS, ROBERT, ALAN | I | CEO, CLO, COO | NA | Control |
| MATHERS, ROBERT, ALAN | I | CEO, CLO, CCO, COO | NA | Control |
| MATHERS, ROBERT, ALAN | I | CEO, CLO, COO | NA | Control |
| MATHERS, ROBERT, ALAN | I | CEO, CLO, COO | NA | Control |
| MATHERS, ROBERT, ALAN | I | CEO, CLO, COO | NA | Control |
| MATHERS, ROBERT, ALAN | I | CEO, CLO, COO | NA | Control |
| MATHERS, ROBERT, ALAN | I | CEO, CLO, COO | NA | Control |
| MATHERS, ROBERT, ALAN | I | CEO, CLO, COO | NA | Control |
| MATHERS, ROBERT, ALAN | I | CEO, CLO, COO | NA | Control |
| MATHERS, ROBERT, ALAN | I | CEO, CLO, COO | NA | Control |
| MATHERS, ROBERT, ALAN | I | CEO, CLO, COO | NA | Control |
| MATHERS, ROBERT, ALAN | I | CEO, CLO, COO | NA | Control |
| MATHERS, ROBERT, ALAN | I | CEO, CLO, COO | NA | Control |
| MATHERS, ROBERT, ALAN | I | CEO, CLO, COO | NA | Control |
| MATHERS, ROBERT, ALAN | I | CEO, CLO, COO | NA | Control |
| MATHERS, ROBERT, ALAN | I | CEO, CLO, COO | NA | Control |
| MATHERS, ROBERT, ALAN | I | CEO, CLO, COO | NA | Control |
| MATHERS, ROBERT, ALAN | I | CEO, CLO, COO | NA | Control |
| MATHERS, ROBERT, ALAN | I | CEO, CLO, COO | NA | Control |
| MATHERS, ROBERT, ALAN | I | CEO, CLO, COO | NA | Control |
| MEINDL, STEPHEN, ROBERT | I | DIRECTOR | NA | Control |
| MEINDL, STEPHEN, ROBERT | I | DIRECTOR | NA | Control |
| MEINDL, STEPHEN, ROBERT | I | DIRECTOR | NA | Control |
| MEINDL, STEPHEN, ROBERT | I | DIRECTOR | NA | Control |
| MEINDL, STEPHEN, ROBERT | I | DIRECTOR | NA | Control |
| MEINDL, STEPHEN, ROBERT | I | DIRECTOR | NA | Control |
| MEINDL, STEPHEN, ROBERT | I | DIRECTOR | NA | Control |
| MEINDL, STEPHEN, ROBERT | I | DIRECTOR | NA | Control |
| MEINDL, STEPHEN, ROBERT | I | DIRECTOR | NA | Control |
| MEINDL, STEPHEN, ROBERT | I | DIRECTOR | NA | Control |
| MEINDL, STEPHEN, ROBERT | I | DIRECTOR | NA | Control |
| MEINDL, STEPHEN, ROBERT | I | DIRECTOR | NA | Control |
| MEINDL, STEPHEN, ROBERT | I | DIRECTOR | NA | Control |
| MEINDL, STEPHEN, ROBERT | I | DIRECTOR | NA | Control |
| MEINDL, STEPHEN, ROBERT | I | DIRECTOR | NA | Control |
| MEINDL, STEPHEN, ROBERT | I | DIRECTOR | NA | Control |
| MEINDL, STEPHEN, ROBERT | I | DIRECTOR | NA | Control |
| MUELLER, BRADLEY, J | I | PRESIDENT/CEO | NA | Control |
| MUELLER, BRADLEY, J | I | PRESIDENT/CEO | NA | Control |
| MUELLER, BRADLEY, J | I | PRESIDENT/CEO | NA | Control |
| MUELLER, BRADLEY, J | I | PRESIDENT/CEO | NA | Control |
| MUELLER, BRADLEY, J | I | PRESIDENT/CEO | NA | Control |
| MUELLER, BRADLEY, J | I | PRESIDENT/CEO | NA | Control |
| MUELLER, BRADLEY, J | I | PRESIDENT/CEO | NA | Control |
| MUELLER, BRADLEY, J | I | PRESIDENT/CEO | NA | Control |
| MUELLER, BRADLEY, J | I | PRESIDENT/CEO | NA | Control |
| MUELLER, BRADLEY, J | I | PRESIDENT/CEO | NA | Control |
| MUELLER, BRADLEY, J | I | PRESIDENT/CEO | NA | Control |
| PETRI, WILLIAM, A | I | CHAIRMAN | NA | Control |
| PETRI, WILLIAM, A | I | CHAIRMAN | NA | Control |
| PETRI, WILLIAM, A | I | CHAIRMAN | NA | Control |
| PETRI, WILLIAM, A | I | CHAIRMAN | NA | Control |
| PETRI, WILLIAM, A | I | CHAIRMAN | NA | Control |
| PETRI, WILLIAM, A | I | CHAIRMAN | NA | Control |
| PETRI, WILLIAM, A | I | CHAIRMAN | NA | Control |
| PETRI, WILLIAM, A | I | CHAIRMAN | NA | Control |
| PETRI, WILLIAM, A | I | CHAIRMAN | NA | Control |
| PETRI, WILLIAM, A | I | CHAIRMAN | NA | Control |
| PETRI, WILLIAM, A | I | CHAIRMAN | NA | Control |
| PETRI, WILLIAM, A | I | CHAIRMAN | NA | Control |
| PETRI, WILLIAM, A | I | CHAIRMAN | NA | Control |
| PETRI, WILLIAM, A | I | CHAIRMAN | NA | Control |
| PETRI, WILLIAM, A | I | CHAIRMAN | NA | Control |
| PETRI, WILLIAM, A | I | CHAIRMAN | NA | Control |
| CGFS HOLDING LLC | DE | MANAGING MEMBER | E | Control |
| CGFS HOLDING LLC | DE | MANAGING MEMBER | E | Control |
| CGFS HOLDING LLC | DE | MANAGING MEMBER | E | Control |
| CGFS HOLDING LLC | DE | MANAGING MEMBER | E | Control |
| CGFS HOLDING LLC | DE | MANAGING MEMBER | E | Control |
| CGFS HOLDING LLC | DE | MANAGING MEMBER | E | Control |
| CGFS HOLDING LLC | DE | MANAGING MEMBER | E | Control |
| CGFS HOLDING LLC | DE | MANAGING MEMBER | E | Control |
| CGFS HOLDING LLC | DE | MANAGING MEMBER | E | Control |
| CGFS HOLDING LLC | DE | MANAGING MEMBER | E | Control |
| CLIFTON GUNDERSON L.L.P. | DE | OWNER | E | Control |
| CLIFTON GUNDERSON L.L.P. | DE | OWNER | E | Control |
| CLIFTON GUNDERSON L.L.P. | DE | OWNER | E | Control |
| CLIFTON GUNDERSON L.L.P. | DE | OWNER | E | Control |
| CLIFTON GUNDERSON L.L.P. | DE | OWNER | E | Control |
| CLIFTON GUNDERSON L.L.P. | DE | OWNER | E | Control |
| CLIFTON GUNDERSON L.L.P. | DE | OWNER | E | Control |
| CLIFTON GUNDERSON L.L.P. | DE | OWNER | E | Control |
| CLIFTON GUNDERSON L.L.P. | DE | OWNER | E | Control |
| CLIFTON GUNDERSON L.L.P. | DE | OWNER | E | Control |
| CLIFTON GUNDERSON L.L.P. | DE | OWNER | E | Control |
| CLIFTON GUNDERSON L.L.P. | DE | OWNER | E | Control |
| CLIFTON GUNDERSON L.L.P. | DE | OWNER | E | Control |
| CLIFTON GUNDERSON L.L.P. | DE | OWNER | E | Control |
| CLIFTON GUNDERSON L.L.P. | DE | OWNER | E | Control |
| CLIFTON GUNDERSON L.L.P. | DE | OWNER | E | Control |
| CLIFTON GUNDERSON WEALTH ADVISORS HOLDING LLC | DE | MANAGING MEMBER | E | Control |
| CLIFTON GUNDERSON WEALTH ADVISORS HOLDING LLC | DE | MANAGING MEMBER | E | Control |
| CLIFTON GUNDERSON WEALTH ADVISORS HOLDING LLC | DE | MANAGING MEMBER | E | Control |
| CLIFTON GUNDERSON WEALTH ADVISORS HOLDING LLC | DE | MANAGING MEMBER | E | Control |
| CLIFTON GUNDERSON WEALTH ADVISORS HOLDING LLC | DE | MANAGING MEMBER | E | Control |
| CLIFTON GUNDERSON WEALTH ADVISORS HOLDING LLC | DE | MANAGING MEMBER | E | Control |
| CLIFTON GUNDERSON WEALTH ADVISORS HOLDING LLC | DE | MANAGING MEMBER | E | Control |
| CLIFTON GUNDERSON WEALTH ADVISORS HOLDING LLC | DE | MANAGING MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| CLIFTON GUNDERSON LLP | DE | CGFS HOLDING LLC | E | Control |
| CLIFTON GUNDERSON LLP | DE | CGFS HOLDING LLC | E | Control |
| CLIFTON GUNDERSON LLP | DE | CGFS HOLDING LLC | E | Control |
| CLIFTON GUNDERSON LLP | DE | CGFS HOLDING LLC | E | Control |
| CLIFTON GUNDERSON LLP | DE | CGFS HOLDING LLC | E | Control |
| CLIFTON GUNDERSON LLP | DE | CGFS HOLDING LLC | E | Control |
| CLIFTON GUNDERSON LLP | DE | CLIFTON GUNDERSON WEALTH ADVISORS HOLDING LLC | E | Control |
| CLIFTON GUNDERSON LLP | DE | CGFS HOLDING LLC | E | Control |
| CLIFTON GUNDERSON LLP | DE | CGFS HOLDING LLC | E | Control |
| CLIFTON GUNDERSON LLP | DE | CGFS HOLDING LLC | E | Control |
| CLIFTON GUNDERSON LLP | DE | CGFS HOLDING LLC | E | Control |
| CLIFTON GUNDERSON LLP | DE | CGFS HOLDING LLC | E | Control |
| CLIFTON GUNDERSON LLP | DE | CGFS HOLDING LLC | E | Control |
| CLIFTON GUNDERSON LLP | DE | CGFS HOLDING LLC | E | Control |
| CLIFTON GUNDERSON LLP | DE | CGFS HOLDING LLC | E | Control |
| CLIFTONLARSONALLEN FINANCIAL, LLC | DE | CLIFTON GUNDERSON WEALTH ADVISORS LLC | E | Control |
| CLIFTONLARSONALLEN FINANCIAL, LLC | DE | CLIFTON GUNDERSON WEALTH ADVISORS LLC | E | Control |
| CLIFTONLARSONALLEN FINANCIAL, LLC | DE | CLIFTON GUNDERSON WEALTH ADVISORS LLC | E | Control |
| CLIFTONLARSONALLEN LLP | DE | CLIFTON GUNDERSON WEALTH ADVISORS LLC | E | Control |
| CLIFTONLARSONALLEN LLP | DE | CLIFTON GUNDERSON WEALTH ADVISORS LLC | E | Control |
| CLIFTONLARSONALLEN LLP | DE | CLIFTON GUNDERSON WEALTH ADVISORS LLC | E | Control |
Registrations
Federal
IA
Feb 28, 2012 REGISTERED
Notice Filings (26)
AR AZ CA CO DC DE FL GA IA IL IN KS MA MD MI MN MO NH NJ NM NY OH PA TX VA WI
Address
8215 GREENWAY BLVD.SUITE 600
MIDDLETON, WI 53562
United States
Phone: 608.662.8600