Andrew
Mulder
Cliftonlarsonallen Wealth Advisors, LLC
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About this Advisor
Andrew Mulder is a financial advisor operating out of Englewood, Colorado, with a total of 2 years of relevant experience. Mulder works at Cliftonlarsonallen Wealth Advisors, LLC. Over the course of their career, they have held roles at Student, Jackson National Asset Management, Alps, Axa Advisors, LLC, Equitable Advisors, LLC, Cliftonlarsonallen Wealth Advisors, LLC and Cornerstone Cpa Group. Mulder holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Colorado and Texas. Cliftonlarsonallen Wealth Advisors, LLC is a financial advisory firm based in Minneapolis, MN. The investment advisory business has offices in 38 locations and a total of 154 advisors. It handles $7 billion in assets across its 18,665 accounts, making it one of the largest firms in the United States by assets under management. The firm advises 41 charities and foundations. Of its 18,665 customer accounts, 25% are associated with high-net-worth investors who have greater than $1 million in assets. The company offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fee schedules typically are based on the type of financial services offered. Fees billed by Cliftonlarsonallen Wealth Advisors, LLC likely are comprised of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cliftonlarsonallen Wealth Advisors, LLC Brokerage Details
$6,753,872,946
154
18,665
$361,847
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Andrew Mulder Work History
Andrew has been registered as a financial advisor for 2 years.*
Cliftonlarsonallen Wealth Advisors, LLC
Cornerstone Cpa Group
Axa Advisors, LLC
Equitable Advisors, LLC
Alps
Jackson National Asset Management
Student
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Andrew Mulder to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cliftonlarsonallen Wealth Advisors, LLC
Minneapolis, MN
Minneapolis, MN
Eau Claire, WI
West Hartford, CT
Minneapolis, MN
Milwaukee, WI
King Of Prussia, PA
Middleton, WI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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