Bennett
Greer
Cliftonlarsonallen Wealth Advisors, LLC
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About this Advisor
Bennett Greer is a certified financial planner based in Englewood, Colorado with 2 years of relevant experience. Greer is currently employed by Cliftonlarsonallen Wealth Advisors, LLC. Greer has gained experience at Dowling Catholic High School, Creighton University, Windsor Heights Public Works, First National Bank Of Omaha, Massmutual Central Us, Cliftonlarsonallen Llp and Cliftonlarsonallen Wealth Advisors, LLC. Greer holds a Series 65 license, which qualifies them as an investment advisor representative, and is approved to advise clients in Colorado and Texas. Cliftonlarsonallen Wealth Advisors, LLC is a financial advisory business operating out of Minneapolis, MN. It has offices in 38 locations and a total of 154 employees. It has $7 billion in total assets between its 18,665 accounts, making it one of the largest firms in the nation by assets under management. The firm provides financial advisory services to 41 charities and foundations. Of its 18,665 client accounts, 25% belong to high-net-worth individuals who have greater than $1 million in investable assets. Cliftonlarsonallen Wealth Advisors, LLC provides a number of services, including 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. Financial management fees usually depend on which service is provided. Fee types charged by Cliftonlarsonallen Wealth Advisors, LLC likely are comprised of any 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
Bennett Greer Work History
Bennett has been registered as a financial advisor for 2 years.*
Cliftonlarsonallen Wealth Advisors, LLC
Cliftonlarsonallen Llp
Creighton University
Massmutual Central Us
First National Bank Of Omaha
Windsor Heights Public Works
Creighton University
Creighton University
Dowling Catholic High School
*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 Bennett Greer 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
Baxter, MN
Milwaukee, WI
Middleton, WI
West Hartford, CT
King Of Prussia, PA
Minneapolis, MN
Minneapolis, MN
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
