Jamie
Hampton

Cliftonlarsonallen Wealth Advisors, LLC

CRD#4398955
Investment Advisor
in Minneapolis, MN

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About this Advisor

Jamie Hampton is a financial advisor based in Minneapolis, Minnesota, working with Cliftonlarsonallen Wealth Advisors, LLC. Jamie has previously held positions at Hampton Orchards and Cliftonlarsonallen Wealth Advisors, LLC. Jamie has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas and Washington. Currently, Jamie 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 63, 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 South 6Th Street Suite 300
Minneapolis, MN 55402-1418

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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

Jamie Hampton Work History

2010 - Present (14 years)

Cliftonlarsonallen Wealth Advisors, LLC

1980 - Present (44 years)

Hampton Orchards

Disclosures

Please visit the SEC profile of Jamie Hampton 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

Jennifer Faust
Minneapolis, MN
Andrew Mulder
Englewood, CO
Nathan Nicolaisen
Minneapolis, MN
Joseph Reina
Addison, TX
Mckenna Makela
Middleton, WI
Eden Baca
Bellevue, WA
Brady Palzkill
Minneapolis, MN
Anne Meyer
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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