Matthew Bushnell
Investment adviser representative at Cliftonlarsonallen Wealth Advisors, LLC
12 yearsExperience
2 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
12 years in the industry.
- Cliftonlarsonallen Wealth Advisors, LLCJun 2023 to now
- Gillette Ridge Golf CourseMay 2022 to Jun 2023
- Siena CollegeAug 2020 to May 2024
- Whiting Lane Extended Day CareFeb 2019 to May 2023
- Brookdale Senior LivingJul 2018 to Feb 2019
- Northwest Catholic High SchoolAug 2016 to May 2020
- UnemployedAug 2014 to Jul 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (CT, MA).
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
- 7766205
- Firm CRD
- 38357