Timothy Luke Laughlin
Investment adviser representative at Cliftonlarsonallen Wealth Advisors, LLC
4 yearsExperience
5 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
4 years in the industry.
- Cliftonlarsonallen Wealth Advisors, LLCNov 2020 to now
- J.P. Morgan Securities LLCJan 2020 to Nov 2020
- JPMorgan Chase Bank, N.A.Jan 2020 to Nov 2020
- UnemployedOct 2019 to Dec 2019
- TD Ameritrade Investment Management, LLCJul 2018 to Sep 2019
- Washington State DcfsJan 2017 to Jul 2018
- MassmutualAug 2016 to Jan 2017
- Msi Financial Services, IncAug 2016 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 5 states (CA, ID, 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
- 6668947
- Firm CRD
- 38357