Clifton Gunderson Wealth Advisors LLC (Middleton)

Name: Clifton Gunderson Wealth Advisors LLC
Address: 8215 Greenway Blvd., Middleton, WI, 53562
Telephone: 608.662.8600

Clifton Gunderson Wealth Advisors LLC is a large advisory firm based in Middleton. It manages $847.82 million of regulatory assets for 2,241 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdictions of Arizona, California, Colorado, and 14 other states.

Clifton Gunderson Wealth Advisors provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars and workshops. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Clifton Gunderson Wealth Advisors: assets under management

The assets under management (AUM) of Clifton Gunderson Wealth Advisors LLC is $847.82 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 9% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $847.82 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $378.32 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Clifton Gunderson Wealth Advisors LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Clifton Gunderson Wealth Advisors LLC

Stephen Robert Meindl has been acting as President since 1 Dec 2008. Llc Cliftonlarsonallen Financial joined the executive team most recently as the Managing Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
David Eugene Bailey	Treasurer	1 Oct 1998	Other	4371778
Clifton Gunderson Wealth Advisors Holding Llc	Managing member	1 May 2005	75% - 100%	20-1757142
Stephen Robert Meindl	Director	1 Dec 2008	Other	4545262
Gennady Bekasov	Chief compliance officer	1 Jan 2009	Other	5240357
Anita Marie Ford	Secretary	1 Oct 2009	Other	5727600
William A Petri	Chairman	1 Dec 2009	Other	5750515
Bradley J Mueller	President/ceo	1 Oct 2010	Other	2607091

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Clifton Gunderson Llp	Managing member	1 Jun 2005	75% - 100%	37-0802863
Llc Cliftonlarsonallen Financial	Managing member	1 Jan 2012	75% - 100%	45-4080978
Cliftonlarsonallen Llp	Managing member	1 Jan 2012	75% - 100%	41-0746749

Based in Middleton

The principal office where Clifton Gunderson Wealth Advisors LLC performs its advisory services is located at 8215 Greenway Blvd., Middleton, WI 53562, which is also the mailing address of the firm. An additional office of the firm is in Stevens Point, WI. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 608.662.8600 or by fax 608.662.9142. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.cliftonwealthadvisors.com.