Benjamin Matthew Westerman
Investment adviser representative at Cliftonlarsonallen Wealth Advisors, LLC
14 yearsExperience
8 statesRegistered in
CFP® certification, PFSDesignations
$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
14 years in the industry.
- Cliftonlarsonallen Wealth Advisors, LLCJan 2025 to now
- Cliftonlarsonallen, LLPJan 2024 to Dec 2024
- Resources Investment Advisors, LLCJan 2022 to Jan 2024
- Hm Capital ManagementNov 2012 to Jan 2022
Designations
- CFP® certification
- PFS
Exams passed
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 8 states (CO, FL, GA, IL, IN, MO, PA, 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
- 6137762
- Firm CRD
- 38357