Teryn Cindy Kuse
Investment adviser representative at Cliftonlarsonallen Wealth Advisors, LLC
13 yearsExperience
1 stateRegistered 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
13 years in the industry.
- Cliftonlarsonallen Wealth Advisors, LLCSep 2022 to now
- Northwestern MutualJan 2021 to Sep 2022
- University of Wisconsin Stevens PointSep 2020 to Dec 2022
- Mueller LocalJul 2020 to Jan 2021
- University of Wisconsin OshkoshSep 2019 to May 2020
- Merle Norman & Day Spa BoutiqueJan 2014 to Dec 2021
- Auburndale Middle/high SchoolApr 2013 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
- Series 63 · Uniform Securities Agent State Law2023
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
- 7326671
- Firm CRD
- 38357