Joseph Christian Wiser
Investment adviser representative at Cliftonlarsonallen Wealth Advisors, LLC
13 yearsExperience
6 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 LLPJan 2021 to now
- Cliftonlarsonallen Wealth Advisors, LLCJan 2021 to now
- Whittier TrustNov 2018 to Dec 2020
- Evergreen Capital Management, LLCJul 2013 to Oct 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 6 states (AZ, CA, GA, OR, TX, WA).
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
- 5323316
- Firm CRD
- 38357