Elle Nicole Smits
Investment adviser representative at Cliftonlarsonallen Wealth Advisors, LLC
11 yearsExperience
2 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
11 years in the industry.
- Cliftonlarsonallen Wealth Advisors, LLCJun 2023 to now
- University of Wisconsin-madisonSep 2022 to May 2023
- Wipfli FinancialJun 2022 to Aug 2022
- University of Wisconsin-madisonSep 2021 to May 2022
- Sand Valley Golf ResortMay 2021 to Oct 2021
- University of Wisconsin-madisonSep 2020 to May 2021
- Greenfield Rehabilitation AgencyMay 2020 to Aug 2020
- Sand Valley Golf ResortMay 2020 to Aug 2020
- University of DubuqueSep 2019 to May 2020
- Connexus Credit UnionJun 2019 to Aug 2019
- Assumption High SchoolSep 2015 to May 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 2 states (MN, 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
- 7763795
- Firm CRD
- 38357