Andrew Joseph Chen
Investment adviser representative at Cliftonlarsonallen Wealth Advisors, LLC
12 yearsExperience
6 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
12 years in the industry.
- Cliftonlarsonallen Wealth Advisors, LLCMar 2025 to now
- Manchester Financial Inc.Feb 2020 to Mar 2025
- UnemployedOct 2019 to Jan 2020
- Manchester Financial, Inc.Sep 2018 to Sep 2019
- Manchester Financial, Inc.Feb 2018 to Apr 2018
- World Financial GroupJan 2018 to Sep 2018
- KpmgJun 2017 to Jul 2017
- Brc AdvisorsJan 2017 to Apr 2017
- Pepperdine UniversityAug 2014 to Apr 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 6 states (CA, FL, 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
- 7041936
- Firm CRD
- 38357