David Nicholas Freil
Investment adviser representative at Cliftonlarsonallen Wealth Advisors, LLC
13 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
13 years in the industry.
- Cliftonlarsonallen Wealth Advisors, LLCJan 2025 to now
- California State University-monterey BayAug 2021 to Jul 2024
- Cabrillo CollegeAug 2017 to May 2021
- Nhs, Inc.Apr 2017 to Dec 2024
- Jia TellasJan 2016 to Mar 2017
- Aptos High SchoolSep 2013 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
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
- 8028060
- Firm CRD
- 38357