| Name: | CliftonLarsonAllen Wealth Advisors, LLC |
| Jurisdiction: | Minnesota |
| Legal type: | Limited Liability Company (Domestic) |
| Status: | Active / In Good Standing |
| Date formed: | 16 Feb 1995 (30 years ago) |
| Company Number: | f40f42e3-add4-e011-a886-001ec94ffe7f |
| File Number: | 1688-LLC |
| Registered Office Address: | 1010 Dale St N, St Paul, MN 55117–5603, USA |
| Principal Executive Office Address: | STE 300, 220 S 6TH ST, MINNEAPOLIS, MN 55402–1418, USA |
| ZIP code: | 55117 |
| County: | Ramsey County |
| Place of Formation: | Minnesota |
| Type | Company Name | Company Number | State |
|---|---|---|---|
| Headquarter of | CliftonLarsonAllen Wealth Advisors, LLC, MISSISSIPPI | 1273762 | MISSISSIPPI |
| Headquarter of | CliftonLarsonAllen Wealth Advisors, LLC, FLORIDA | M15000003198 | FLORIDA |
| Headquarter of | CliftonLarsonAllen Wealth Advisors, LLC, RHODE ISLAND | 001723557 | RHODE ISLAND |
| Headquarter of | CliftonLarsonAllen Wealth Advisors, LLC, ALASKA | 10154378 | ALASKA |
| Headquarter of | CliftonLarsonAllen Wealth Advisors, LLC, ALABAMA | 000-833-365 | ALABAMA |
| Headquarter of | CliftonLarsonAllen Wealth Advisors, LLC, NEW YORK | 5497673 | NEW YORK |
| Headquarter of | CliftonLarsonAllen Wealth Advisors, LLC, KENTUCKY | 1140409 | KENTUCKY |
| Headquarter of | CliftonLarsonAllen Wealth Advisors, LLC, COLORADO | 20121057096 | COLORADO |
| Headquarter of | CliftonLarsonAllen Wealth Advisors, LLC, CONNECTICUT | 1310349 | CONNECTICUT |
| Headquarter of | CliftonLarsonAllen Wealth Advisors, LLC, IDAHO | 301116 | IDAHO |
| Headquarter of | CliftonLarsonAllen Wealth Advisors, LLC, ILLINOIS | LLC_00480185 | ILLINOIS |
| CIK number | Mailing Address | Business Address | Phone | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 944361 | 220 S. SIXTH STREET, SUITE 300, MINNEAPOLIS, MN, 55402-4505 | 220 S. SIXTH STREET, SUITE 300, MINNEAPOLIS, MN, 55402-4505 | 612-397-3036 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Form type | 13F-HR |
| File number | 028-15253 |
| Filing date | 2024-10-15 |
| Reporting date | 2024-09-30 |
| File | View File |
Filings since 2024-07-12
| Form type | 13F-HR |
| File number | 028-15253 |
| Filing date | 2024-07-12 |
| Reporting date | 2024-06-30 |
| File | View File |
Filings since 2024-06-18
| Form type | X-17A-5/A |
| File number | 008-48239 |
| Filing date | 2024-06-18 |
| Reporting date | 2023-12-31 |
| File | View File |
Filings since 2024-06-18
| Form type | X-17A-5 |
| File number | 008-48239 |
| Filing date | 2024-06-18 |
| Reporting date | 2023-12-31 |
| File | View File |
Filings since 2024-05-02
| Form type | 13F-HR |
| File number | 028-15253 |
| Filing date | 2024-05-02 |
| Reporting date | 2024-03-31 |
| File | View File |
Filings since 2024-01-16
| Form type | 13F-HR |
| File number | 028-15253 |
| Filing date | 2024-01-16 |
| Reporting date | 2023-12-31 |
| File | View File |
Filings since 2023-10-13
| Form type | 13F-HR |
| File number | 028-15253 |
| Filing date | 2023-10-13 |
| Reporting date | 2023-09-30 |
| File | View File |
Filings since 2023-07-14
| Form type | 13F-HR |
| File number | 028-15253 |
| Filing date | 2023-07-14 |
| Reporting date | 2023-06-30 |
| File | View File |
Filings since 2023-04-13
| Form type | 13F-HR |
| File number | 028-15253 |
| Filing date | 2023-04-13 |
| Reporting date | 2023-03-31 |
| File | View File |
Filings since 2023-03-31
| Form type | X-17A-5 |
| File number | 008-48239 |
| Filing date | 2023-03-31 |
| Reporting date | 2022-12-31 |
| File | View File |
Filings since 2023-01-19
| Form type | 13F-HR |
| File number | 028-15253 |
| Filing date | 2023-01-19 |
| Reporting date | 2022-12-31 |
| File | View File |
Filings since 2022-10-12
| Form type | 13F-HR |
| File number | 028-15253 |
| Filing date | 2022-10-12 |
| Reporting date | 2022-09-30 |
| File | View File |
Filings since 2022-07-08
| Form type | 13F-HR |
| File number | 028-15253 |
| Filing date | 2022-07-08 |
| Reporting date | 2022-06-30 |
| File | View File |
Filings since 2022-04-27
| Form type | 13F-HR |
| File number | 028-15253 |
| Filing date | 2022-04-27 |
| Reporting date | 2022-03-31 |
| File | View File |
Filings since 2022-03-09
| Form type | X-17A-5/A |
| File number | 008-48239 |
| Filing date | 2022-03-09 |
| Reporting date | 2021-12-31 |
| File | View File |
Filings since 2022-02-28
| Form type | X-17A-5 |
| File number | 008-48239 |
| Filing date | 2022-02-28 |
| Reporting date | 2021-12-31 |
| File | View File |
Filings since 2022-01-26
| Form type | 13F-HR |
| File number | 028-15253 |
| Filing date | 2022-01-26 |
| Reporting date | 2021-12-31 |
| File | View File |
Filings since 2021-11-02
| Form type | 13F-HR/A |
| File number | 028-15253 |
| Filing date | 2021-11-02 |
| Reporting date | 2021-09-30 |
| File | View File |
Filings since 2021-10-14
| Form type | 13F-HR |
| File number | 028-15253 |
| Filing date | 2021-10-14 |
| Reporting date | 2021-09-30 |
| File | View File |
Filings since 2021-07-21
| Form type | 13F-HR |
| File number | 028-15253 |
| Filing date | 2021-07-21 |
| Reporting date | 2021-06-30 |
| File | View File |
Filings since 2021-05-24
| Form type | 13F-HR |
| File number | 028-15253 |
| Filing date | 2021-05-24 |
| Reporting date | 2021-03-31 |
| File | View File |
Filings since 2021-03-01
| Form type | X-17A-5 |
| File number | 008-48239 |
| Filing date | 2021-03-01 |
| Reporting date | 2020-12-31 |
| File | View File |
Filings since 2021-01-14
| Form type | 13F-HR |
| File number | 028-15253 |
| Filing date | 2021-01-14 |
| Reporting date | 2020-12-31 |
| File | View File |
Filings since 2020-10-13
| Form type | 13F-HR |
| File number | 028-15253 |
| Filing date | 2020-10-13 |
| Reporting date | 2020-09-30 |
| File | View File |
Filings since 2020-07-16
| Form type | 13F-HR |
| File number | 028-15253 |
| Filing date | 2020-07-16 |
| Reporting date | 2020-06-30 |
| File | View File |
Filings since 2020-02-28
| Form type | X-17A-5 |
| File number | 008-48239 |
| Filing date | 2020-02-28 |
| Reporting date | 2019-12-31 |
| File | View File |
Filings since 2020-01-29
| Form type | 13F-HR |
| File number | 028-15253 |
| Filing date | 2020-01-29 |
| Reporting date | 2019-12-31 |
| File | View File |
Filings since 2019-10-07
| Form type | 13F-HR |
| File number | 028-15253 |
| Filing date | 2019-10-07 |
| Reporting date | 2019-09-30 |
| File | View File |
Filings since 2019-07-17
| Form type | 13F-HR |
| File number | 028-15253 |
| Filing date | 2019-07-17 |
| Reporting date | 2019-06-30 |
| File | View File |
Filings since 2019-04-09
| Form type | 13F-HR |
| File number | 028-15253 |
| Filing date | 2019-04-09 |
| Reporting date | 2019-03-31 |
| File | View File |
Filings since 2019-02-27
| Form type | X-17A-5 |
| File number | 008-48239 |
| Filing date | 2019-02-27 |
| Reporting date | 2018-12-31 |
| File | View File |
Filings since 2019-01-22
| Form type | 13F-HR |
| File number | 028-15253 |
| Filing date | 2019-01-22 |
| Reporting date | 2018-12-31 |
| File | View File |
Filings since 2018-11-05
| Form type | 13F-HR |
| File number | 028-15253 |
| Filing date | 2018-11-05 |
| Reporting date | 2018-09-30 |
| File | View File |
Filings since 2018-07-23
| Form type | 13F-HR |
| File number | 028-15253 |
| Filing date | 2018-07-23 |
| Reporting date | 2018-06-30 |
| File | View File |
Filings since 2018-04-26
| Form type | 13F-HR |
| File number | 028-15253 |
| Filing date | 2018-04-26 |
| Reporting date | 2018-03-31 |
| File | View File |
Filings since 2018-02-28
| Form type | X-17A-5 |
| File number | 008-48239 |
| Filing date | 2018-02-28 |
| Reporting date | 2017-12-31 |
| File | View File |
Filings since 2018-01-31
| Form type | 13F-HR |
| File number | 028-15253 |
| Filing date | 2018-01-31 |
| Reporting date | 2017-12-31 |
| File | View File |
Filings since 2017-11-06
| Form type | 13F-HR |
| File number | 028-15253 |
| Filing date | 2017-11-06 |
| Reporting date | 2017-09-30 |
| File | View File |
Filings since 2017-08-01
| Form type | 13F-HR |
| File number | 028-15253 |
| Filing date | 2017-08-01 |
| Reporting date | 2017-06-30 |
| File | View File |
Filings since 2017-05-01
| Form type | 13F-HR |
| File number | 028-15253 |
| Filing date | 2017-05-01 |
| Reporting date | 2017-03-31 |
| File | View File |
Filings since 2017-02-28
| Form type | X-17A-5 |
| File number | 008-48239 |
| Filing date | 2017-02-28 |
| Reporting date | 2016-12-31 |
| File | View File |
Filings since 2017-02-03
| Form type | 13F-HR |
| File number | 028-15253 |
| Filing date | 2017-02-03 |
| Reporting date | 2016-12-31 |
| File | View File |
Filings since 2016-11-03
| Form type | 13F-HR |
| File number | 028-15253 |
| Filing date | 2016-11-03 |
| Reporting date | 2016-09-30 |
| File | View File |
Filings since 2016-08-09
| Form type | 13F-HR |
| File number | 028-15253 |
| Filing date | 2016-08-09 |
| Reporting date | 2016-06-30 |
| File | View File |
Filings since 2016-04-27
| Form type | 13F-HR |
| File number | 028-15253 |
| Filing date | 2016-04-27 |
| Reporting date | 2016-03-31 |
| File | View File |
Filings since 2016-02-26
| Form type | X-17A-5 |
| File number | 008-48239 |
| Filing date | 2016-02-26 |
| Reporting date | 2015-12-31 |
| File | View File |
Filings since 2016-02-26
| Form type | FOCUSN |
| File number | 008-48239 |
| Filing date | 2016-02-26 |
| Reporting date | 2015-12-31 |
| File | View File |
Filings since 2016-02-01
| Form type | 13F-HR |
| File number | 028-15253 |
| Filing date | 2016-02-01 |
| Reporting date | 2015-12-31 |
| File | View File |
Filings since 2015-10-27
| Form type | 13F-HR |
| File number | 028-15253 |
| Filing date | 2015-10-27 |
| Reporting date | 2015-09-30 |
| File | View File |
Filings since 2015-07-29
| Form type | 13F-HR |
| File number | 028-15253 |
| Filing date | 2015-07-29 |
| Reporting date | 2015-06-30 |
| File | View File |
Filings since 2015-04-08
| Form type | 13F-HR |
| File number | 028-15253 |
| Filing date | 2015-04-08 |
| Reporting date | 2015-03-31 |
| File | View File |
Filings since 2015-03-02
| Form type | X-17A-5 |
| File number | 008-48239 |
| Filing date | 2015-03-02 |
| Reporting date | 2014-12-31 |
| File | View File |
Filings since 2015-01-22
| Form type | 13F-HR |
| File number | 028-15253 |
| Filing date | 2015-01-22 |
| Reporting date | 2014-12-31 |
| File | View File |
Filings since 2014-10-17
| Form type | 13F-HR |
| File number | 028-15253 |
| Filing date | 2014-10-17 |
| Reporting date | 2014-09-30 |
| File | View File |
Filings since 2014-07-16
| Form type | 13F-HR |
| File number | 028-15253 |
| Filing date | 2014-07-16 |
| Reporting date | 2014-06-30 |
| File | View File |
Filings since 2014-04-11
| Form type | 13F-HR |
| File number | 028-15253 |
| Filing date | 2014-04-11 |
| Reporting date | 2014-03-31 |
| File | View File |
Filings since 2014-02-28
| Form type | X-17A-5 |
| File number | 008-48239 |
| Filing date | 2014-02-28 |
| Reporting date | 2013-12-31 |
| File | View File |
Filings since 2014-01-31
| Form type | 13F-HR |
| File number | 028-15253 |
| Filing date | 2014-01-31 |
| Reporting date | 2013-12-31 |
| File | View File |
Filings since 2013-10-30
| Form type | 13F-HR |
| File number | 028-15253 |
| Filing date | 2013-10-30 |
| Reporting date | 2013-09-30 |
| File | View File |
Filings since 2013-08-20
| Form type | 13F-HR |
| File number | 028-15253 |
| Filing date | 2013-08-20 |
| Reporting date | 2013-06-30 |
| File | View File |
Filings since 2013-05-10
| Form type | 13F-HR |
| File number | 028-15253 |
| Filing date | 2013-05-10 |
| Reporting date | 2013-03-31 |
| File | View File |
Filings since 2013-03-01
| Form type | X-17A-5 |
| File number | 008-48239 |
| Filing date | 2013-03-01 |
| Reporting date | 2012-12-31 |
| File | View File |
Filings since 2013-02-14
| Form type | 13F-HR |
| File number | 028-15253 |
| Filing date | 2013-02-14 |
| Reporting date | 2012-12-31 |
| File | View File |
Filings since 2012-02-29
| Form type | X-17A-5 |
| File number | 008-48239 |
| Filing date | 2012-02-29 |
| Reporting date | 2011-12-31 |
| File | View File |
Filings since 2012-01-18
| Form type | X-17A-5 |
| File number | 008-48239 |
| Filing date | 2012-01-18 |
| Reporting date | 2011-10-31 |
| File | View File |
Filings since 2010-12-22
| Form type | X-17A-5 |
| File number | 008-48239 |
| Filing date | 2010-12-22 |
| Reporting date | 2010-10-31 |
| File | View File |
Filings since 2009-12-29
| Form type | X-17A-5 |
| File number | 008-48239 |
| Filing date | 2009-12-29 |
| Reporting date | 2009-10-31 |
| File | View File |
Filings since 2009-01-27
| Form type | X-17A-5/A |
| File number | 008-48239 |
| Filing date | 2009-01-27 |
| Reporting date | 2008-10-31 |
| File | View File |
Filings since 2009-01-05
| Form type | X-17A-5 |
| File number | 008-48239 |
| Filing date | 2009-01-05 |
| Reporting date | 2008-10-31 |
| File | View File |
Filings since 2007-12-26
| Form type | X-17A-5 |
| File number | 008-48239 |
| Filing date | 2007-12-26 |
| Reporting date | 2007-10-31 |
| File | View File |
Filings since 2007-01-03
| Form type | X-17A-5 |
| File number | 008-48239 |
| Filing date | 2007-01-03 |
| Reporting date | 2006-12-31 |
| File | View File |
Filings since 2006-08-28
| Form type | X-17A-5 |
| File number | 008-48239 |
| Filing date | 2006-08-28 |
| Reporting date | 2005-10-31 |
| File | View File |
Filings since 2006-02-08
| Form type | X-17A-5/A |
| File number | 008-48239 |
| Filing date | 2006-02-08 |
| Reporting date | 2005-10-31 |
| File | View File |
Filings since 2005-01-04
| Form type | X-17A-5 |
| File number | 008-48239 |
| Filing date | 2005-01-04 |
| Reporting date | 2004-10-31 |
| File | View File |
Filings since 2004-03-22
| Form type | X-17A-5 |
| File number | 008-48239 |
| Filing date | 2004-03-22 |
| Reporting date | 2003-12-31 |
| File | View File |
Filings since 2003-12-30
| Form type | X-17A-5 |
| File number | 008-48239 |
| Filing date | 2003-12-30 |
| Reporting date | 2003-10-31 |
| File | View File |
Filings since 2002-12-31
| Form type | X-17A-5 |
| File number | 008-48239 |
| Filing date | 2002-12-31 |
| Reporting date | 2002-10-31 |
| File | View File |
Filings since 2002-01-23
| Form type | X-17A-5 |
| File number | 008-48239 |
| Filing date | 2002-01-23 |
| Reporting date | 2001-10-31 |
| File | View File |
| Name | Role | Address |
|---|---|---|
| Heidi Hillman | Manager | STE 300, 220 S 6TH ST, MINNEAPOLIS, MN 55402–1418, USA |
| Name | Role |
|---|---|
| CT Corporation System Inc | Agent |
| Filing Name | Filing date |
|---|---|
| Conversion to 322C Due to Statute Mandate – Limited Liability Company (Domestic) | 2018-01-01 |
| Amendment - Limited Liability Company (Domestic) (Business Name: CliftonLarsonAllen Wealth Advisors, LLC) | 2012-01-10 |
| Registered Office and/or Agent - Limited Liability Company (Domestic) | 2010-11-08 |
| Limited Liability Company (Domestic) Business Name (Business Name: LarsonAllen Financial,LLC) | 1998-11-05 |
| Limited Liability Company (Domestic) Biennial Renewal | 1996-11-06 |
| Original Filing - Limited Liability Company (Domestic) | 1995-02-16 |
| Limited Liability Company (Domestic) Business Name (Business Name: LAWCO FINANCIAL, LLC) | 1995-02-16 |
Date of last update: 30 Nov 2024
Sources: Minnesota's Official State Website
