Brody
Johnson

Cliftonlarsonallen Wealth Advisors, LLC

CRD#7460243
Investment Advisor
in Minneapolis, MN

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About this Advisor

Brody Johnson is a financial advisor based in Minneapolis, Minnesota, working with Cliftonlarsonallen Wealth Advisors, LLC. Brody has previously held positions at Preferredone, University Of Minnesota-Duluth, Fedex Ground, Early Bird Lawnscapes, Bremer Bank, Redpath And Company, Cliftonlarsonallen Llp, and Cliftonlarsonallen Wealth Advisors, LLC. Brody has passed the Series 65 regulatory exam and is registered to provide services in Minnesota. Currently, Brody is part of Cliftonlarsonallen Wealth Advisors, LLC, which operates out of Minneapolis, Minnesota. The firm has 37 offices and 153 employees. The firm manages assets totaling $8.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Cliftonlarsonallen Wealth Advisors, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

220 S. Sixth Street Suite 300
Minneapolis, MN 55402-4505

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Cliftonlarsonallen Wealth Advisors, LLC Brokerage Details

Total Assets Under Management

$7,977,801,363

MN Average: $5,289,111,388
Total Number of Employees

153

MN Average: 157
Total Number of Accounts

19,942

MN Average: 8,262
Average Account Size

$400,050

MN Average: $640,173

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

Brody Johnson Work History

2022 - Present (2 years)

Cliftonlarsonallen Wealth Advisors, LLC

2018 - 2018 (< 1 year)

Cliftonlarsonallen Llp

2018 - 2022 (4 years)

Cliftonlarsonallen Llp

2017 - 2017 (< 1 year)

Redpath And Company

2017 - 2017 (< 1 year)

Bremer Bank

2017 - 2018 (1 year)

University Of Minnesota-Duluth

2016 - 2016 (< 1 year)

Bremer Bank

2016 - 2017 (1 year)

University Of Minnesota-Duluth

2015 - 2015 (< 1 year)

Fedex Ground

2015 - 2015 (< 1 year)

Early Bird Lawnscapes

2015 - 2016 (1 year)

University Of Minnesota-Duluth

2014 - 2014 (< 1 year)

Preferredone

2014 - 2015 (1 year)

University Of Minnesota-Duluth

Disclosures

Please visit the SEC profile of Brody Johnson 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

Nathan Nicolaisen
Minneapolis, MN
Steven Neutzling
Minneapolis, MN
Karen Wegner
Minneapolis, MN
Kayla Pucheta
Minneapolis, MN
Kaitlyn Friant
Middleton, WI
Trevor Schmitz
Minneapolis, MN
Brady Palzkill
Minneapolis, MN
Brody Johnson
Minneapolis, MN

The content in this profile was updated by SmartAsset on 6/19/2024. 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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