Bennett Greer
Investment adviser representative at Cliftonlarsonallen Wealth Advisors, LLC
10 yearsExperience
17 statesRegistered in
CFP® certificationDesignation
$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
10 years in the industry.
- Cliftonlarsonallen Wealth Advisors, LLCMay 2021 to now
- Cliftonlarsonallen LLPSep 2019 to Apr 2021
- UnemployedJun 2019 to Aug 2019
- Massmutual Central USMay 2018 to May 2019
- Creighton UniversityJan 2018 to Apr 2018
- First National Bank of OmahaMay 2017 to Dec 2017
- Creighton UniversitySep 2016 to Apr 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 17 states (AZ, CA, CO, FL, IA, IL, IN, MD, MN, MO, NC, OH, PA, TX, UT, 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
- 6942096
- Firm CRD
- 38357