Andrew Jeffrey Ostlund
Investment adviser representative at Cliftonlarsonallen Wealth Advisors, LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$14.4BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Cliftonlarsonallen LLPNov 2023 to now
- Cliftonlarsonallen Wealth Advisors, LLCNov 2019 to now
- UnemployedAug 2019 to Oct 2019
- AscensusNov 2016 to Aug 2019
- UnemployedAug 2016 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2001
- Series 63 · Uniform Securities Agent State Law2020
State registrations
Registered as an investment adviser representative in 2 states (MN, TX).
Cliftonlarsonallen Wealth Advisors, LLC
$14.4BAssets managed
7,354Clients
99Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4113973
- Firm CRD
- 38357