CLIFTONLARSONALLEN WEALTH ADVISORS, LLC X-17A-5 (2017-02-28) — Broker-dealer annual report

Full text of CLIFTONLARSONALLEN WEALTH ADVISORS, LLC's X-17A-5 filed 2017-02-28 (period 2016-12-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.

• Company: CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
• Form: X-17A-5
• Filed: 2017-02-28
• Period: 2016-12-31
• Accession: 0000944361-17-000005
• CIK: 944361
• File #: 8-48239
• Material weakness: No
• Auditor: Boulay PLLP
• Auditor location: Eden Prairie, MN
• Contact: Matthew Brent Johnson
• Phone: 816-671-8925
• Signed by: Matthew Brent Johnson (Financial and Operations Principal)

Document text (excerpt)

X-17A-5 0000944361 XXXXXXXX LIVE true false true 01-01-2016 12-31-2016 Broker-dealer N CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 220 S. SIXTH STREET SUITE 300 MINNEAPOLIS MN 55402-4505 Matthew Brent Johnson 816-671-8925 Boulay PLLP 7500 Flying Cloud Drive Suite 800 Eden Prairie MN 56344 Certified Public Accountant Matthew Brent Johnson CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 02-27-2017 Matthew Brent Johnson Financial and Operations Principal Y

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• X-17A-5 — 2019-02-27
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Original filing on SEC EDGAR (source of record)