Dylan
Mcgarthwaite
Cliftonlarsonallen Wealth Advisors, LLC
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About this Advisor
Dylan Mcgarthwaite is a financial advisor based in Waite Park, Minnesota with a total of 1 year of industry experience. Mcgarthwaite is an employee of Cliftonlarsonallen Wealth Advisors, LLC. The advisor has gained experience at Cliftonlarsonallen Wealth Advisors, LLC, Minnesota 4Th Judicial District, Mitchell Hamline School Of Law, Carl Zeiss Industrial Metrology LLC, Rinke Noonan, Thomson Reuters, Black Iron Resort, Hayward Power Sports, Mccarthy Holthus, Beehive Botanicals, Seedsheet, Middlebury College, Middlebury Food Services, Wild Cherries Coffee House, Jiffy'S Pizza, Middlebury College Recycling Center, Middorm Furniture and Farmers Insurance. Mcgarthwaite has a Series 65 license, which qualifies them as an investment advisor representative, and can advise clients in Minnesota. Cliftonlarsonallen Wealth Advisors, LLC is a registered investment business operating out of Minneapolis, MN. The firm has offices in 38 locations and a total of 154 financial advisors. It manages $7 billion in assets under management among its 18,665 customer accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm advises 41 charitable organizations. Of its 18,665 customer accounts, 25% are held by high-net-worth clients who have at least $1 million in assets. Cliftonlarsonallen Wealth Advisors, LLC has a wide set 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. Fees charged by financial advisors typically depend on the type of financial services provided. Fees charged by Cliftonlarsonallen Wealth Advisors, LLC can consist 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
Dylan Mcgarthwaite Work History
Dylan has been registered as a financial advisor for 1 years.*
Cliftonlarsonallen Wealth Advisors, LLC
Minnesota 4Th Judicial District
Carl Zeiss Industrial Metrology LLC
Rinke Noonan
Thomson Reuters
Mitchell Hamline School Of Law
Hayward Power Sports
Black Iron Resort
Mccarthy Holthus
Black Iron Resort
Beehive Botanicals
Seedsheet
Middlebury Food Services
Wild Cherries Coffee House
Jiffy'S Pizza
Middlebury College Recycling Center
Farmers Insurance
Middlebury College
Middorm Furniture
*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 Dylan Mcgarthwaite 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
Eau Claire, WI
Minneapolis, MN
Minneapolis, MN
Milwaukee, WI
King Of Prussia, PA
Middleton, WI
West Hartford, CT
Baxter, 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.
