CLIFTONLARSONALLEN WEALTH ADVIOSORS

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

265

Total plan assets

$19.3M

Filings (rows)

Direct comp

$110K

Indirect comp

Showing only "CLIFTONLARSONALLEN WEALTH ADVIOSORS"

View all 3 variants aggregated →

CLIFTONLARSONALLEN WEALTH ADVISORS57 CLIFTONLARSONALLEN WEALTH ADVIOSORS3 CLIFTONLARSONALLEN WEALTH3

SERVICES PROVIDED

Advisor / Consultant3

Plans served

All 3 plans

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
HEART & VASCULAR OF WISCONSIN SC HEART & VASCULAR OF WISCONSIN SC 401(K) PROFIT SHARING PLAN	APPLETON, WI	Advisor / Consultant	135	$10.6M	$28K	$0
HEART AND VASCULAR OF WISCONSIN SC HEART AND VASCULAR OF WISCONSIN SC 401(K) PROFIT SHARING PLAN	APPLETON, WI