Nicholas Kavelaris
Investment adviser representative at Cliftonlarsonallen Wealth Advisors, LLC
10 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
10 years in the industry.
- Cliftonlarsonallen Wealth Advisors, LLCJun 2026 to now
- Fidelity InvestmentsMar 2025 to May 2026
- FidelityMay 2024 to May 2026
- Annex Wealth ManagementMar 2023 to Mar 2024
- Carroll UniversityOct 2022 to May 2024
- Equitable Advisors, LLCOct 2022 to Dec 2022
- Third Coast AdvisorsFeb 2020 to Jun 2022
- Target Distribution CenterJan 2019 to Dec 2019
- University of MinnesotaAug 2016 to Jun 2017
- Created To Think, LLCFeb 2016 to May 2024
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 6 states (IL, IN, MN, MO, TX, 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
- 7210907
- Firm CRD
- 38357