# CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC of MINNEAPOLIS, MN is an SEC-registered investment adviser.

## Registration

- CRD: 38357
- Type: SEC-registered investment adviser
- SEC file number: 801-57242
- Location: 220 SOUTH 6TH STREET, SUITE 300, MINNEAPOLIS, MN, 55402-1418
- Phone: 612-376-4777
- Latest filing: 2026-03-31
- Regulatory AUM: $14.4B
- Discretionary AUM: $8.7B
- Non-discretionary AUM: $5.7B
- Clients: 158
- Accounts: 23,169

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (22)

| Name | Role | Location |
| --- | --- | --- |
| Brian Jacob Buffie | CHIEF COMPLIANCE OFFICER | — |
| William Clayton Bland | CHIEF EXECUTIVE OFFICER | — |
| Jaclyn Suzanne Van Horrick | FINANCIAL OPERATIONS PRINCIPAL; PRINCIPAL FINANCIAL OFFICER; PRINCIPAL OPERATIONS OFFICER | — |
| HOULE NICHOLAS JOSEPH | FINANCIAL PLANNER; MANAGER OF FINANCIAL AND ESTATE PLANNING | — |
| MCCONNELL MICHAEL DOMINIC | MANAGING PRINCIPAL AND GOVERNOR; PRINCIPAL AND GOVERNOR; PRINCIPAL AND GOVERNOR (CFO) | — |
| VIERE GORDON ARNOLD | GOVERNOR | — |
| HALLADA ANTONY REED | CHIEF EXECUTIVE OFFICER; MANAGING PRINCIPAL (CEO); MANAGING PRINCIPAL, DIRECTORY OF INVESTMENT ADVISORY SERVICES (+1 more) | — |
| GRAVES PETER JOHN | CHIEF COMPLIANCE OFFICER (CCO) | — |
| BETZ CHARLES CURTIS | CFO | — |
| BUSHMAN BRUCE GERALD | CHIEF EXECUTIVE OFFICER | — |
| JOHNSON RONALD BRENT | CHIEF FINANCIAL OFFICER; FINANCIAL OPERATIONS PRINCIPAL; PRINCIPAL FINANCIAL OFFICER (+1 more) | — |
| KREBSBACH MARK RAYMOND | GOVERNOR | — |
| MONGEON DONALD JOSEPH | MANAGER OF PENSION INVESTMENT CONSULTING | — |
| JOHNSON CHRISTOPHER TRIG | DIRECTOR OF OPERATIONS & CHIEF COMPLIANCE OFFICER | — |
| MONGEON DONALD | MANAGER OF PENSION INVESTMENT CONSULTING | — |
| WETHERILLE RANDALL LEE | CHIEF COMPLIANCE OFFICER | — |
| NANNINGA ALLEN JOSEPH | CHIEF FINANCIAL OFFICER | — |
| MARVEL CLINTON ALLEN | CHIEF FINANCIAL OFFICER | — |
| BUFFIE BRIAN JACOB | CHIEF COMPLIANCE OFFICER | — |
| UROSEVICH JOHN ROBERT | CHIEF OPERATING OFFICER | — |
| BLAND WILLIAM CLAYTON | CHIEF EXECUTIVE OFFICER | — |
| VAN HORRICK JACLYN SUZANNE | FINANCIAL OPERATIONS PRINCIPAL; PRINCIPAL FINANCIAL OFFICER; PRINCIPAL OPERATIONS OFFICER | — |


## Disclosures (8)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2022-10-05 | regulatory | FROM APRIL 2017 UNTIL APRIL 2022, DUE TO AN ADMINISTRATIVE ERROR, CLIFTONLARSONALLEN WEALTH ADVISORS, LLC FAILED TO REGISTER ONE EMPLOYEE AS AN IAR IN THE STATE OF PENNSYLVANIA. | Final | $60K |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/38357/brochure
- Similar advisers: https://search.stillhousedata.com/firm/38357/similar
- Related entities: https://search.stillhousedata.com/firm/38357/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/38357

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.