John Ryan Fonaas
Investment adviser representative at Cliftonlarsonallen Wealth Advisors, LLC
6 yearsExperience
7 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
6 years in the industry.
- Cliftonlarsonallen Wealth Advisors, LLCDec 2022 to now
- Transamerica Investors Securities CorporationJul 2022 to Dec 2022
- Transamerica Life Insurance CompanyJul 2022 to Dec 2022
- Russell InvestmentsApr 2016 to Jul 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 7 states (AZ, CA, CO, MI, NM, WA, WI).
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
- 5693497
- Firm CRD
- 38357