CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
CRD #38357 SEC #801-57242 MINNEAPOLIS, MN 612-376-4777
SEC Registered Broker-Dealer
Total AUM
$13.3B
Discretionary
$7.9B
Employees
151
Clients
--
Accounts
22,382
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Minnesota
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 18, 2025
- Branch Offices
- 40
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BETZ, CHARLES CURTIS | I | CFO | NA | Control |
| BETZ, CHARLES CURTIS | I | CFO | NA | Control |
| BETZ, CHARLES CURTIS | I | CFO | NA | Control |
| BETZ, CHARLES CURTIS | I | CFO | NA | Control |
| BETZ, CHARLES CURTIS | I | CFO | NA | Control |
| BETZ, CHARLES CURTIS | I | CFO | NA | Control |
| BETZ, CHARLES CURTIS | I | CFO | NA | Control |
| BETZ, CHARLES CURTIS | I | CFO | NA | Control |
| BETZ, CHARLES CURTIS | I | CFO | NA | Control |
| BETZ, CHARLES CURTIS | I | CFO | NA | Control |
| BETZ, CHARLES CURTIS | I | CFO | NA | Control |
| BETZ, CHARLES CURTIS | I | CFO | NA | Control |
| BLAND, WILLIAM CLAYTON | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BLAND, WILLIAM CLAYTON | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BLAND, WILLIAM CLAYTON | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BLAND, WILLIAM CLAYTON | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BLAND, WILLIAM CLAYTON | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BLAND, WILLIAM CLAYTON | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BLAND, WILLIAM CLAYTON | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BLAND, WILLIAM CLAYTON | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BLAND, WILLIAM CLAYTON | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BLAND, WILLIAM CLAYTON | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BLAND, WILLIAM CLAYTON | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BLAND, WILLIAM CLAYTON | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BLAND, WILLIAM CLAYTON | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BUFFIE, BRIAN JACOB | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BUFFIE, BRIAN JACOB | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BUFFIE, BRIAN JACOB | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BUFFIE, BRIAN JACOB | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BUFFIE, BRIAN JACOB | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BUFFIE, BRIAN JACOB | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BUFFIE, BRIAN JACOB | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BUFFIE, BRIAN JACOB | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BUFFIE, BRIAN JACOB | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BUFFIE, BRIAN JACOB | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BUFFIE, BRIAN JACOB | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BUFFIE, BRIAN JACOB | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BUFFIE, BRIAN JACOB | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BUFFIE, BRIAN JACOB | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BUFFIE, BRIAN JACOB | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BUFFIE, BRIAN JACOB | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BUFFIE, BRIAN JACOB | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BUFFIE, BRIAN JACOB | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BUFFIE, BRIAN JACOB | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BUFFIE, BRIAN JACOB | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BUFFIE, BRIAN JACOB | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BUFFIE, BRIAN JACOB | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BUFFIE, BRIAN JACOB | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BUFFIE, BRIAN JACOB | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BUFFIE, BRIAN JACOB | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BUFFIE, BRIAN JACOB | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BUFFIE, BRIAN JACOB | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BUFFIE, BRIAN JACOB | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BUFFIE, BRIAN JACOB | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BUFFIE, BRIAN JACOB | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BUSHMAN, BRUCE GERALD | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BUSHMAN, BRUCE GERALD | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BUSHMAN, BRUCE GERALD | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BUSHMAN, BRUCE GERALD | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BUSHMAN, BRUCE GERALD | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BUSHMAN, BRUCE GERALD | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BUSHMAN, BRUCE GERALD | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BUSHMAN, BRUCE GERALD | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BUSHMAN, BRUCE GERALD | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BUSHMAN, BRUCE GERALD | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BUSHMAN, BRUCE GERALD | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BUSHMAN, BRUCE GERALD | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BUSHMAN, BRUCE GERALD | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| GRAVES, PETER JOHN | I | CHIEF COMPLIANCE OFFICER (CCO) | NA | Control |
| GRAVES, PETER JOHN | I | CHIEF COMPLIANCE OFFICER (CCO) | NA | Control |
| GRAVES, PETER JOHN | I | CHIEF COMPLIANCE OFFICER (CCO) | NA | Control |
| GRAVES, PETER JOHN | I | CHIEF COMPLIANCE OFFICER (CCO) | NA | Control |
| GRAVES, PETER JOHN | I | CHIEF COMPLIANCE OFFICER (CCO) | NA | Control |
| GRAVES, PETER JOHN | I | CHIEF COMPLIANCE OFFICER (CCO) | NA | Control |
| GRAVES, PETER JOHN | I | CHIEF COMPLIANCE OFFICER (CCO) | NA | Control |
| HALLADA, ANTONY REED | I | PRINCIPAL IN CHARGE (CEO) | NA | Control |
| HALLADA, ANTONY REED | I | PRINCIPAL IN CHARGE (CEO) | NA | Control |
| HALLADA, ANTONY REED | I | MANAGING PRINCIPAL (CEO) | NA | Control |
| HALLADA, ANTONY REED | I | MANAGING PRINCIPAL (CEO) | NA | Control |
| HALLADA, ANTONY REED | I | PRINCIPAL IN CHARGE (CEO) | NA | Control |
| HALLADA, ANTONY REED | I | MANAGING PRINCIPAL (CEO) | NA | Control |
| HALLADA, ANTONY REED | I | MANAGING PRINCIPAL (CEO) | NA | Control |
| HALLADA, ANTONY REED | I | MANAGING PRINCIPAL (CEO) | NA | Control |
| HALLADA, ANTONY REED | I | MANAGING PRINCIPAL, DIRECTORY OF INVESTMENT ADVISORY SERVICES | NA | Control |
| HALLADA, ANTONY REED | I | MANAGING PRINCIPAL (CEO) | NA | Control |
| HALLADA, ANTONY REED | I | PRINCIPAL IN CHARGE (CEO) | NA | Control |
| HALLADA, ANTONY REED | I | PRINCIPAL IN CHARGE (CEO) | NA | Control |
| HALLADA, ANTONY REED | I | PRINCIPAL IN CHARGE (CEO) | NA | Control |
| HALLADA, ANTONY REED | I | PRINCIPAL IN CHARGE (CEO) | NA | Control |
| HALLADA, ANTONY REED | I | MANAGING PRINCIPAL (CEO) | NA | Control |
| HALLADA, ANTONY REED | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| HALLADA, ANTONY REED | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| HALLADA, ANTONY REED | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| HALLADA, ANTONY REED | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| HALLADA, ANTONY REED | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| HALLADA, ANTONY REED | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| HALLADA, ANTONY REED | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| HALLADA, ANTONY REED | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| HALLADA, ANTONY REED | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| HALLADA, ANTONY REED | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| HALLADA, ANTONY REED | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| HALLADA, ANTONY REED | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| HALLADA, ANTONY REED | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| HALLADA, ANTONY REED | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| HALLADA, ANTONY REED | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| HALLADA, ANTONY REED | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| HALLADA, ANTONY REED | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| HALLADA, ANTONY REED | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| HALLADA, ANTONY REED | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| HOULE, NICHOLAS JOSEPH | I | FINANCIAL PLANNER | NA | Control |
| HOULE, NICHOLAS JOSEPH | I | FINANCIAL PLANNER | NA | Control |
| HOULE, NICHOLAS JOSEPH | I | FINANCIAL PLANNER | NA | Control |
| HOULE, NICHOLAS JOSEPH | I | MANAGER OF FINANCIAL AND ESTATE PLANNING | NA | Control |
| HOULE, NICHOLAS JOSEPH | I | FINANCIAL PLANNER | NA | Control |
| HOULE, NICHOLAS JOSEPH | I | FINANCIAL PLANNER | NA | Control |
| HOULE, NICHOLAS JOSEPH | I | MANAGER OF FINANCIAL AND ESTATE PLANNING | NA | Control |
| HOULE, NICHOLAS JOSEPH | I | FINANCIAL PLANNER | NA | Control |
| HOULE, NICHOLAS JOSEPH | I | FINANCIAL PLANNER | NA | Control |
| JOHNSON, CHRISTOPHER TRIG | I | DIRECTOR OF OPERATIONS & CHIEF COMPLIANCE OFFICER | NA | Control |
| JOHNSON, CHRISTOPHER TRIG | I | DIRECTOR OF OPERATIONS & CHIEF COMPLIANCE OFFICER | NA | Control |
| JOHNSON, CHRISTOPHER TRIG | I | DIRECTOR OF OPERATIONS & CHIEF COMPLIANCE OFFICER | NA | Control |
| JOHNSON, CHRISTOPHER TRIG | I | DIRECTOR OF OPERATIONS & CHIEF COMPLIANCE OFFICER | NA | Control |
| JOHNSON, CHRISTOPHER TRIG | I | DIRECTOR OF OPERATIONS & CHIEF COMPLIANCE OFFICER | NA | Control |
| JOHNSON, CHRISTOPHER TRIG | I | DIRECTOR OF OPERATIONS & CHIEF COMPLIANCE OFFICER | NA | Control |
| JOHNSON, MATTHEW BRENT | I | CHIEF FINANCIAL OFFICER | NA | Control |
| JOHNSON, MATTHEW BRENT | I | CHIEF FINANCIAL OFFICER | NA | Control |
| JOHNSON, MATTHEW BRENT | I | CHIEF FINANCIAL OFFICER | NA | Control |
| JOHNSON, MATTHEW BRENT | I | CHIEF FINANCIAL OFFICER | NA | Control |
| JOHNSON, MATTHEW BRENT | I | CHIEF FINANCIAL OFFICER | NA | Control |
| JOHNSON, MATTHEW BRENT | I | CHIEF FINANCIAL OFFICER | NA | Control |
| JOHNSON, MATTHEW BRENT | I | CHIEF FINANCIAL OFFICER | NA | Control |
| JOHNSON, MATTHEW BRENT | I | CHIEF FINANCIAL OFFICER | NA | Control |
| JOHNSON, MATTHEW BRENT | I | CHIEF FINANCIAL OFFICER | NA | Control |
| JOHNSON, MATTHEW BRENT | I | CHIEF FINANCIAL OFFICER | NA | Control |
| JOHNSON, MATTHEW BRENT | I | CHIEF FINANCIAL OFFICER | NA | Control |
| JOHNSON, MATTHEW BRENT | I | CHIEF FINANCIAL OFFICER | NA | Control |
| JOHNSON, MATTHEW BRENT | I | CHIEF FINANCIAL OFFICER | NA | Control |
| JOHNSON, MATTHEW BRENT | I | CHIEF FINANCIAL OFFICER | NA | Control |
| JOHNSON, MATTHEW BRENT | I | CHIEF FINANCIAL OFFICER | NA | Control |
| JOHNSON, MATTHEW BRENT | I | CHIEF FINANCIAL OFFICER | NA | Control |
| JOHNSON, MATTHEW BRENT | I | CHIEF FINANCIAL OFFICER | NA | Control |
| JOHNSON, MATTHEW BRENT | I | CHIEF FINANCIAL OFFICER | NA | Control |
| JOHNSON, MATTHEW BRENT | I | CHIEF FINANCIAL OFFICER | NA | Control |
| JOHNSON, MATTHEW BRENT | I | CHIEF FINANCIAL OFFICER | NA | Control |
| JOHNSON, MATTHEW BRENT | I | FINANCIAL OPERATIONS PRINCIPAL | NA | Control |
| JOHNSON, MATTHEW BRENT | I | PRINCIPAL FINANCIAL OFFICER | NA | Control |
| JOHNSON, MATTHEW BRENT | I | PRINCIPAL OPERATIONS OFFICER | NA | Control |
| JOHNSON, MATTHEW BRENT | I | FINANCIAL OPERATIONS PRINCIPAL | NA | Control |
| JOHNSON, MATTHEW BRENT | I | PRINCIPAL FINANCIAL OFFICER | NA | Control |
| JOHNSON, MATTHEW BRENT | I | PRINCIPAL OPERATIONS OFFICER | NA | Control |
| JOHNSON, MATTHEW BRENT | I | CHIEF FINANCIAL OFFICER | NA | Control |
| JOHNSON, MATTHEW BRENT | I | FINANCIAL OPERATIONS PRINCIPAL | NA | Control |
| JOHNSON, MATTHEW BRENT | I | PRINCIPAL FINANCIAL OFFICER | NA | Control |
| JOHNSON, MATTHEW BRENT | I | PRINCIPAL OPERATIONS OFFICER | NA | Control |
| KREBSBACH, MARK RAYMOND | I | GOVERNOR | NA | Control |
| MARVEL, CLINTON ALLEN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| MARVEL, CLINTON ALLEN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| MCCONNELL, MICHAEL DOMINIC | I | PRINCIPAL AND GOVERNOR | NA | Control |
| MCCONNELL, MICHAEL DOMINIC | I | PRINCIPAL AND GOVERNOR | NA | Control |
| MCCONNELL, MICHAEL DOMINIC | I | PRINCIPAL AND GOVERNOR | NA | Control |
| MCCONNELL, MICHAEL DOMINIC | I | PRINCIPAL AND GOVERNOR | NA | Control |
| MCCONNELL, MICHAEL DOMINIC | I | PRINCIPAL AND GOVERNOR | NA | Control |
| MCCONNELL, MICHAEL DOMINIC | I | PRINCIPAL AND GOVERNOR | NA | Control |
| MCCONNELL, MICHAEL DOMINIC | I | MANAGING PRINCIPAL AND GOVERNOR | NA | Control |
| MCCONNELL, MICHAEL DOMINIC | I | PRINCIPAL AND GOVERNOR (CFO) | NA | Control |
| MCCONNELL, MICHAEL DOMINIC | I | PRINCIPAL AND GOVERNOR (CFO) | NA | Control |
| MONGEON, DONALD JOSEPH | I | MANAGER OF PENSION INVESTMENT CONSULTING | NA | Control |
| NANNINGA, ALLEN JOSEPH | I | CHIEF FINANCIAL OFFICER | NA | Control |
| NANNINGA, ALLEN JOSEPH | I | CHIEF FINANCIAL OFFICER | NA | Control |
| NANNINGA, ALLEN JOSEPH | I | CHIEF FINANCIAL OFFICER | NA | Control |
| NANNINGA, ALLEN JOSEPH | I | CHIEF FINANCIAL OFFICER | NA | Control |
| NANNINGA, ALLEN JOSEPH | I | CHIEF FINANCIAL OFFICER | NA | Control |
| NANNINGA, ALLEN JOSEPH | I | CHIEF FINANCIAL OFFICER | NA | Control |
| UROSEVICH, JOHN ROBERT | I | CHIEF OPERATING OFFICER | NA | Control |
| UROSEVICH, JOHN ROBERT | I | CHIEF OPERATING OFFICER | NA | Control |
| UROSEVICH, JOHN ROBERT | I | CHIEF OPERATING OFFICER | NA | Control |
| UROSEVICH, JOHN ROBERT | I | CHIEF OPERATING OFFICER | NA | Control |
| UROSEVICH, JOHN ROBERT | I | CHIEF OPERATING OFFICER | NA | Control |
| UROSEVICH, JOHN ROBERT | I | CHIEF OPERATING OFFICER | NA | Control |
| UROSEVICH, JOHN ROBERT | I | CHIEF OPERATING OFFICER | NA | Control |
| UROSEVICH, JOHN ROBERT | I | CHIEF OPERATING OFFICER | NA | Control |
| UROSEVICH, JOHN ROBERT | I | CHIEF OPERATING OFFICER | NA | Control |
| UROSEVICH, JOHN ROBERT | I | CHIEF OPERATING OFFICER | NA | Control |
| VAN HORRICK, JACLYN SUZANNE | I | FINANCIAL OPERATIONS PRINCIPAL | NA | Control |
| VAN HORRICK, JACLYN SUZANNE | I | PRINCIPAL OPERATIONS OFFICER | NA | Control |
| VAN HORRICK, JACLYN SUZANNE | I | PRINCIPAL FINANCIAL OFFICER | NA | Control |
| VAN HORRICK, JACLYN SUZANNE | I | FINANCIAL OPERATIONS PRINCIPAL | NA | Control |
| VAN HORRICK, JACLYN SUZANNE | I | PRINCIPAL OPERATIONS OFFICER | NA | Control |
| VAN HORRICK, JACLYN SUZANNE | I | PRINCIPAL FINANCIAL OFFICER | NA | Control |
| VAN HORRICK, JACLYN SUZANNE | I | FINANCIAL OPERATIONS PRINCIPAL | NA | Control |
| VAN HORRICK, JACLYN SUZANNE | I | PRINCIPAL OPERATIONS OFFICER | NA | Control |
| VAN HORRICK, JACLYN SUZANNE | I | PRINCIPAL FINANCIAL OFFICER | NA | Control |
| VAN HORRICK, JACLYN SUZANNE | I | PRINCIPAL OPERATIONS OFFICER | NA | Control |
| VAN HORRICK, JACLYN SUZANNE | I | FINANCIAL OPERATIONS PRINCIPAL | NA | Control |
| VAN HORRICK, JACLYN SUZANNE | I | PRINCIPAL FINANCIAL OFFICER | NA | Control |
| VAN HORRICK, JACLYN SUZANNE | I | FINANCIAL OPERATIONS PRINCIPAL | NA | Control |
| VAN HORRICK, JACLYN SUZANNE | I | PRINCIPAL OPERATIONS OFFICER | NA | Control |
| VAN HORRICK, JACLYN SUZANNE | I | PRINCIPAL FINANCIAL OFFICER | NA | Control |
| VAN HORRICK, JACLYN SUZANNE | I | FINANCIAL OPERATIONS PRINCIPAL | NA | Control |
| VAN HORRICK, JACLYN SUZANNE | I | PRINCIPAL OPERATIONS OFFICER | NA | Control |
| VAN HORRICK, JACLYN SUZANNE | I | PRINCIPAL FINANCIAL OFFICER | NA | Control |
| VAN HORRICK, JACLYN SUZANNE | I | FINANCIAL OPERATIONS PRINCIPAL | NA | Control |
| VAN HORRICK, JACLYN SUZANNE | I | PRINCIPAL OPERATIONS OFFICER | NA | Control |
| VAN HORRICK, JACLYN SUZANNE | I | PRINCIPAL FINANCIAL OFFICER | NA | Control |
| VAN HORRICK, JACLYN SUZANNE | I | FINANCIAL OPERATIONS PRINCIPAL | NA | Control |
| VAN HORRICK, JACLYN SUZANNE | I | PRINCIPAL OPERATIONS OFFICER | NA | Control |
| VAN HORRICK, JACLYN SUZANNE | I | PRINCIPAL FINANCIAL OFFICER | NA | Control |
| VAN HORRICK, JACLYN SUZANNE | I | FINANCIAL OPERATIONS PRINCIPAL | NA | Control |
| VAN HORRICK, JACLYN SUZANNE | I | PRINCIPAL OPERATIONS OFFICER | NA | Control |
| VAN HORRICK, JACLYN SUZANNE | I | PRINCIPAL FINANCIAL OFFICER | NA | Control |
| VAN HORRICK, JACLYN SUZANNE | I | FINANCIAL OPERATIONS PRINCIPAL | NA | Control |
| VAN HORRICK, JACLYN SUZANNE | I | PRINCIPAL OPERATIONS OFFICER | NA | Control |
| VAN HORRICK, JACLYN SUZANNE | I | PRINCIPAL FINANCIAL OFFICER | NA | Control |
| VAN HORRICK, JACLYN SUZANNE | I | FINANCIAL OPERATIONS PRINCIPAL | NA | Control |
| VAN HORRICK, JACLYN SUZANNE | I | PRINCIPAL OPERATIONS OFFICER | NA | Control |
| VAN HORRICK, JACLYN SUZANNE | I | PRINCIPAL FINANCIAL OFFICER | NA | Control |
| VAN HORRICK, JACLYN SUZANNE | I | FINANCIAL OPERATIONS PRINCIPAL | NA | Control |
| VAN HORRICK, JACLYN SUZANNE | I | PRINCIPAL OPERATIONS OFFICER | NA | Control |
| VAN HORRICK, JACLYN SUZANNE | I | PRINCIPAL FINANCIAL OFFICER | NA | Control |
| VAN HORRICK, JACLYN SUZANNE | I | FINANCIAL OPERATIONS PRINCIPAL | NA | Control |
| VAN HORRICK, JACLYN SUZANNE | I | PRINCIPAL OPERATIONS OFFICER | NA | Control |
| VAN HORRICK, JACLYN SUZANNE | I | PRINCIPAL FINANCIAL OFFICER | NA | Control |
| VIERE, GORDON ARNOLD | I | GOVERNOR | NA | Control |
| VIERE, GORDON ARNOLD | I | GOVERNOR | NA | Control |
| VIERE, GORDON ARNOLD | I | GOVERNOR | NA | Control |
| VIERE, GORDON ARNOLD | I | GOVERNOR | NA | Control |
| VIERE, GORDON ARNOLD | I | GOVERNOR | NA | Control |
| VIERE, GORDON ARNOLD | I | GOVERNOR | NA | Control |
| VIERE, GORDON ARNOLD | I | GOVERNOR | NA | Control |
| VIERE, GORDON ARNOLD | I | GOVERNOR | NA | Control |
| VIERE, GORDON ARNOLD | I | GOVERNOR | NA | Control |
| WETHERILLE, RANDALL LEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WETHERILLE, RANDALL LEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WETHERILLE, RANDALL LEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WETHERILLE, RANDALL LEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WETHERILLE, RANDALL LEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WETHERILLE, RANDALL LEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WETHERILLE, RANDALL LEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WETHERILLE, RANDALL LEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WETHERILLE, RANDALL LEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WETHERILLE, RANDALL LEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WETHERILLE, RANDALL LEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WETHERILLE, RANDALL LEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WETHERILLE, RANDALL LEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WETHERILLE, RANDALL LEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WETHERILLE, RANDALL LEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WETHERILLE, RANDALL LEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CLIFTONLARSONALLEN FINANCIAL, LLC | DE | SOLE MEMBER | E | Control |
| CLIFTONLARSONALLEN FINANCIAL, LLC | DE | SOLE MEMBER | E | Control |
| CLIFTONLARSONALLEN FINANCIAL, LLC | DE | SOLE MEMBER | E | Control |
| CLIFTONLARSONALLEN FINANCIAL, LLC | DE | SOLE MEMBER | E | Control |
| CLIFTONLARSONALLEN FINANCIAL, LLC | DE | SOLE MEMBER | E | Control |
| CLIFTONLARSONALLEN FINANCIAL, LLC | DE | SOLE MEMBER | E | Control |
| CLIFTONLARSONALLEN FINANCIAL, LLC | DE | SOLE MEMBER | E | Control |
| CLIFTONLARSONALLEN FINANCIAL, LLC | DE | SOLE MEMBER | E | Control |
| CLIFTONLARSONALLEN FINANCIAL, LLC | DE | SOLE MEMBER | E | Control |
| CLIFTONLARSONALLEN FINANCIAL, LLC | DE | SOLE MEMBER | E | Control |
| CLIFTONLARSONALLEN FINANCIAL, LLC | DE | SOLE MEMBER | E | Control |
| CLIFTONLARSONALLEN FINANCIAL, LLC | DE | SOLE MEMBER | E | Control |
| CLIFTONLARSONALLEN FINANCIAL, LLC | DE | SOLE MEMBER | E | Control |
| CLIFTONLARSONALLEN FINANCIAL, LLC | DE | SOLE MEMBER | E | Control |
| CLIFTONLARSONALLEN LLP | DE | SOLE MEMBER | E | Control |
| CLIFTONLARSONALLEN LLP | DE | SOLE MEMBER | E | Control |
| CLIFTONLARSONALLEN LLP | DE | SOLE MEMBER | E | Control |
| CLIFTONLARSONALLEN LLP | DE | SOLE MEMBER | E | Control |
| CLIFTONLARSONALLEN LLP | DE | SOLE MEMBER | E | Control |
| CLIFTONLARSONALLEN LLP | DE | SOLE MEMBER | E | Control |
| CLIFTONLARSONALLEN LLP | DE | SOLE MEMBER | E | Control |
| CLIFTONLARSONALLEN LLP | DE | SOLE MEMBER | E | Control |
| CLIFTONLARSONALLEN LLP | DE | SOLE MEMBER | E | Control |
| CLIFTONLARSONALLEN LLP | DE | SOLE MEMBER | E | Control |
| CLIFTONLARSONALLEN LLP | DE | SOLE MEMBER | E | Control |
| CLIFTONLARSONALLEN LLP | DE | SOLE MEMBER | E | Control |
| CLIFTONLARSONALLEN LLP | DE | SOLE MEMBER | E | Control |
| CLIFTONLARSONALLEN LLP | DE | SOLE MEMBER | E | Control |
| CLIFTONLARSONALLEN LLP | DE | SOLE MEMBER | E | Control |
| CLIFTONLARSONALLEN LLP | DE | SOLE MEMBER | E | Control |
| CLIFTONLARSONALLEN LLP | DE | SOLE MEMBER | E | Control |
| CLIFTONLARSONALLEN LLP | DE | SOLE MEMBER | E | Control |
| CLIFTONLARSONALLEN LLP | DE | SOLE MEMBER | E | Control |
| CLIFTONLARSONALLEN LLP | DE | SOLE MEMBER | E | Control |
| CLIFTONLARSONALLEN LLP | DE | SOLE MEMBER | E | Control |
| CLIFTONLARSONALLEN LLP | DE | SOLE MEMBER | E | Control |
| CLIFTONLARSONALLEN LLP | DE | SOLE MEMBER | E | Control |
| CLIFTONLARSONALLEN LLP | DE | SOLE MEMBER | E | Control |
| CLIFTONLARSONALLEN LLP | DE | SOLE MEMBER | E | Control |
| CLIFTONLARSONALLEN LLP | DE | SOLE MEMBER | E | Control |
| CLIFTONLARSONALLEN LLP | DE | SOLE MEMBER | E | Control |
| CLIFTONLARSONALLEN LLP | DE | SOLE MEMBER | E | Control |
| CLIFTONLARSONALLEN LLP | DE | SOLE MEMBER | E | Control |
| CLIFTONLARSONALLEN LLP | DE | SOLE MEMBER | E | Control |
| CLIFTONLARSONALLEN LLP | DE | SOLE MEMBER | E | Control |
| LARSON, ALLEN, WEISHAIR & CO., LLP | DE | SOLE MEMBER | E | Control |
| LARSON, ALLEN, WEISHAIR & CO., LLP | DE | SOLE MEMBER | E | Control |
| LARSON, ALLEN, WEISHAIR & CO., LLP | DE | SOLE MEMBER | E | Control |
| LARSON, ALLEN, WEISHAIR & CO., LLP | DE | SOLE MEMBER | E | Control |
| LARSON, ALLEN, WEISHAIR & CO., LLP | DE | SOLE MEMBER | E | Control |
| LARSON, ALLEN, WEISHAIR & CO., LLP | DE | SOLE MEMBER | E | Control |
| LARSON, ALLEN, WEISHAIR & CO., LLP | DE | SOLE MEMBER | E | Control |
| LARSON, ALLEN, WEISHAIR & CO., LLP | DE | SOLE MEMBER | E | Control |
| LARSON, ALLEN, WEISHAIR & CO., LLP | DE | SOLE MEMBER | E | Control |
| LARSONALLEN LLP | DE | SOLE MEMBER | E | Control |
| LARSONALLEN LLP | DE | SOLE MEMBER | E | Control |
| LARSONALLEN LLP | DE | SOLE MEMBER | E | Control |
| LARSONALLEN LLP | DE | SOLE MEMBER | E | Control |
| LARSONALLEN LLP | DE | SOLE MEMBER | E | Control |
| LARSONALLEN LLP | DE | SOLE MEMBER | E | Control |
| LARSONALLEN LLP | DE | SOLE MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | DE | CLIFTONLARSONALLEN FINANCIAL, LLC | E | Control |
| CLIFTONLARSONALLEN LLP | DE | CLIFTONLARSONALLEN FINANCIAL, LLC | E | Control |
| CLIFTONLARSONALLEN LLP | DE | CLIFTONLARSONALLEN FINANCIAL, LLC | E | Control |
| CLIFTONLARSONALLEN LLP | DE | CLIFTONLARSONALLEN FINANCIAL, LLC | E | Control |
| CLIFTONLARSONALLEN LLP | DE | CLIFTONLARSONALLEN FINANCIAL, LLC | E | Control |
| CLIFTONLARSONALLEN LLP | DE | CLIFTONLARSONALLEN FINANCIAL, LLC | E | Control |
| CLIFTONLARSONALLEN LLP | DE | CLIFTONLARSONALLEN FINANCIAL, LLC | E | Control |
| CLIFTONLARSONALLEN LLP | DE | CLIFTONLARSONALLEN FINANCIAL, LLC | E | Control |
| CLIFTONLARSONALLEN LLP | DE | CLIFTONLARSONALLEN FINANCIAL, LLC | E | Control |
| CLIFTONLARSONALLEN LLP | DE | CLIFTONLARSONALLEN FINANCIAL, LLC | E | Control |
| CLIFTONLARSONALLEN LLP | DE | CLIFTONLARSONALLEN FINANCIAL, LLC | E | Control |
| CLIFTONLARSONALLEN LLP | DE | CLIFTONLARSONALLEN FINANCIAL, LLC | E | Control |
| CLIFTONLARSONALLEN LLP | DE | CLIFTONLARSONALLEN FINANCIAL, LLC | E | Control |
| CLIFTONLARSONALLEN LLP | DE | CLIFTONLARSONALLEN FINANCIAL, LLC | E | Control |
Registrations
Federal
IA
Sep 18, 2025 REGISTERED
Notice Filings (51)
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Address
220 SOUTH 6TH STREETSUITE 300
MINNEAPOLIS, MN 55402-1418
United States
Phone: 612-376-4777