Reece Brown
Investment adviser representative at Cliftonlarsonallen Wealth Advisors, LLC
10 yearsExperience
1 stateRegistered in
$14.4BFirm assets
26 yearsFirm in business
Are you Reece Brown? Claim your profile
Contact this firm
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, LLCApr 2026 to now
- Cliftonlarsonallen LLPSep 2022 to Apr 2026
- UnemployedJun 2022 to Sep 2022
- Cliftonlarsonallen LLPJan 2021 to Jun 2022
- UnemployedMay 2020 to Jan 2021
- MenardsJun 2019 to Sep 2020
- University of WisconsinSep 2018 to May 2020
- Vector MarketingJan 2018 to Sep 2018
- UnemployedSep 2017 to Jan 2018
- Madison School & Community RecreationJun 2017 to Sep 2017
- Vitense GolflandOct 2016 to Jun 2017
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
- 8238000
- Firm CRD
- 38357