Brody Thomas Johnson
Investment adviser representative at Cliftonlarsonallen Wealth Advisors, LLC
10 yearsExperience
12 statesRegistered 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
10 years in the industry.
- Cliftonlarsonallen Wealth Advisors, LLCJun 2022 to now
- Cliftonlarsonallen LLPDec 2018 to May 2022
- UnemployedApr 2018 to Dec 2018
- Cliftonlarsonallen LLPJan 2018 to Apr 2018
- University of Minnesota-duluthAug 2017 to Jan 2018
- Bremer BankMay 2017 to Aug 2017
- Redpath and CompanyJan 2017 to Apr 2017
- University of Minnesota-duluthAug 2016 to Jan 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 12 states (AZ, CA, FL, IA, LA, MN, NE, NH, NY, TX, VA, 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
- 7460243
- Firm CRD
- 38357