Nathan Demaree
Investment adviser representative at Cliftonlarsonallen Wealth Advisors, LLC
12 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
12 years in the industry.
- Cliftonlarsonallen Wealth Advisors, LLCJun 2024 to now
- UnemployedNov 2023 to Jun 2024
- Roers CompaniesJul 2023 to Nov 2023
- Carpathian Capital ManagementJun 2022 to Jul 2023
- US BankApr 2022 to Jun 2022
- UnemployedJan 2022 to Apr 2022
- Fish and RichardsonNov 2021 to Dec 2021
- BMO HarrisApr 2021 to Nov 2021
- University of MinnesotaJan 2020 to Jul 2021
- North Dakota State UniversityAug 2018 to Dec 2019
- Eisele Green HouseJun 2018 to Aug 2018
- Men's WearhouseOct 2017 to Mar 2018
- Farmington High SchoolAug 2014 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 7943318
- Firm CRD
- 38357