Abby
Butz
Cliftonlarsonallen Wealth Advisors, LLC
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About this Advisor
Abby Butz is a financial advisor who works in Minneapolis, Minnesota with 5 years of industry experience. Butz currently works for Cliftonlarsonallen Wealth Advisors, LLC. Their career trajectory has included roles at Cliftonlarsonallen Wealth Advisors, LLC, Southfork Public House and Cliftonlarsonallen Llp. Butz maintains a Series 65 license, which qualifies them as an investment advisor representative, and is approved to advise clients in Texas and Washington. Cliftonlarsonallen Wealth Advisors, LLC is an advisory firm operating out of Minneapolis, MN. The company has offices in 38 locations and a total of 154 employees. It controls $7 billion in assets among its 18,665 client accounts, making it one of the largest firms in the country by assets under management. The firm provides financial advice to 41 charities and foundations. Of its 18,665 client accounts, 25% are associated with high-net-worth investors who have more than $1 million in assets. The business provides a broad assortment 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. A financial advisor's fee schedules are based on which services the firm provides the client. Fees billed by Cliftonlarsonallen Wealth Advisors, LLC most likely are comprised 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
Abby Butz Work History
Abby has been registered as a financial advisor for 5 years.*
Cliftonlarsonallen Llp
Cliftonlarsonallen Wealth Advisors, LLC
Cliftonlarsonallen Wealth Advisors, LLC
Southfork Public House
Cliftonlarsonallen Llp
*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 Abby Butz 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
Baxter, MN
Minneapolis, MN
Minneapolis, MN
Middleton, WI
West Hartford, CT
King Of Prussia, PA
Eau Claire, WI
Minneapolis, MN
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