Jeremiah James Lurken
Investment adviser representative at Cliftonlarsonallen Wealth Advisors, LLC
16 yearsExperience
4 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
16 years in the industry.
- Cliftonlarsonallen Wealth Advisors, LLCNov 2017 to now
- U.S. Bancorp Investments, Inc.Apr 2013 to Nov 2017
- Mankato East High SchoolMar 2010 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 4 states (IA, MN, NE, 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
- 5816818
- Firm CRD
- 38357