Jeffrey
Sellner
Cliftonlarsonallen Wealth Advisors, LLC
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About this Advisor
Jeffrey Sellner is a financial advisor based in Minneapolis, Minnesota who has 5 years of relevant experience. Sellner is on the advisory team at Cliftonlarsonallen Wealth Advisors, LLC. During their career, the advisor has held roles at Cliftonlarsonallen Llp and Cliftonlarsonallen Wealth Advisors, LLC. Sellner holds a Series 65 license, qualifying them as an investment advisor representative, and is able to serve investors in Minnesota. Cliftonlarsonallen Wealth Advisors, LLC is a financial advisory company based in Minneapolis, MN. The investment advisory business has offices in 38 locations and a total of 154 financial advisors. It has $7 billion in assets under management across its 18,665 accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm advises 41 charitable organizations. Of its 18,665 accounts, 25% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. The firm provides a number of services, such as 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 largely vary depending on the services provided. However, fees billed by Cliftonlarsonallen Wealth Advisors, LLC most likely include any combination 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
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$6,753,872,946
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
154
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
18,665
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$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
Jeffrey Sellner Work History
Jeffrey has been registered as a financial advisor for 5 years.*
Cliftonlarsonallen Wealth Advisors, LLC
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 Jeffrey Sellner 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
West Hartford, CT
Minneapolis, MN
Minneapolis, MN
Milwaukee, WI
Eau Claire, WI
Middleton, WI
King Of Prussia, PA
Minneapolis, MN
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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.
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