Samuel K Mullins
Investment adviser representative at Cliftonlarsonallen Wealth Advisors, LLC
15 yearsExperience
4 statesRegistered in
ChFC®, CFP® certificationDesignations
$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
15 years in the industry.
- Cliftonlarsonallen Wealth Advisors, LLCJan 2024 to now
- UnemployedOct 2023 to Dec 2023
- Avaii Wealth Management, LLCJul 2021 to Oct 2023
- Kerntke, Otto, and McgloneJun 2019 to Aug 2019
- University of Wisconsin - Stevens PointMar 2019 to May 2021
- ScheelsSep 2016 to Aug 2021
- StudentJun 2011 to Mar 2019
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 4 states (FL, MN, NE, 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
- 7405962
- Firm CRD
- 38357