Nathan Daniel Bodart
Investment adviser representative at Cliftonlarsonallen Wealth Advisors, LLC
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- Cliftonlarsonallen Wealth Advisors, LLCAug 2026 to now
- Creative Planning, LLCOct 2022 to Aug 2026
- Wipfli Financial Advisors, LLCJun 2019 to Sep 2022
- Wipfli Financial Advsiors, LLCMay 2018 to Aug 2018
- University of Wisconsin - Madison UnionOct 2017 to Oct 2018
- University of Wisconsin - MadisonSep 2017 to May 2019
- Bay Port High SchoolSep 2015 to May 2017
- University of Wisconsin - Eau ClaireSep 2015 to May 2017
- Peters ConcreteMay 2015 to Aug 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (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
- 7179280
- Firm CRD
- 38357