Peter J Sellwood
Investment adviser representative at Cliftonlarsonallen Wealth Advisors, LLC
13 yearsExperience
2 statesRegistered in
$14.4BFirm assets
26 yearsFirm in business
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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
13 years in the industry.
- Cliftonlarsonallen Wealth Advisors, LLCJul 2026 to now
- Irish Creek ProductionsJun 2019 to now
- Charles Schwab & Co., Inc.Mar 2025 to Jun 2026
- Wells Fargo Bank, NASep 2023 to Dec 2024
- Wells Fargo Clearing Services, LLCSep 2023 to Dec 2024
- Bremer BankJun 2020 to Jul 2021
- Morgan Stanley Private Bank, National AssociationJan 2015 to Jun 2020
- Charles Schwab BankDec 2014 to Jun 2026
- Morgan StanleyNov 2013 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2023
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
- 4268555
- Firm CRD
- 38357