Mikaela
Cavallaro

Cliftonlarsonallen Wealth Advisors, LLC

CRD#7162176
Investment Advisor
in Minneapolis, MN

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About this Advisor

Mikaela Cavallaro is a financial advisor who works in Minneapolis, Minnesota with 3 years of relevant experience. Cavallaro is an employee of Cliftonlarsonallen Wealth Advisors, LLC. During their career, the advisor has held roles at Apponequet Regional High School, Westfield State University, University Of Massachusetts - Dartmouth, Winberg'S True Value and Cliftonlarsonallen Wealth Advisors, LLC. Cavallaro maintains a Series 65 license, qualifying them as an investment advisor representative, and is able to serve investors in Massachusetts, New Hampshire and Texas. Cliftonlarsonallen Wealth Advisors, LLC is an advisory firm that has its headquarters in Minneapolis, MN. The company has offices in 38 locations and a total of 154 financial advisors. It has $7 billion in assets under management across its 18,665 customer accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm serves 41 charitable organizations. Of its 18,665 accounts, 25% are associated with high-net-worth investors who have at least $1 million in assets available to invest. The firm provides a number 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 for financial advice depend on which service is offered. Fees charged by Cliftonlarsonallen Wealth Advisors, LLC most likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

3 years

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

$6,753,872,946

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

154

MN Average: 157
Total Number of Accounts

18,665

MN Average: 8,262
Average Account Size

$361,847

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

Mikaela Cavallaro Work History

Mikaela has been registered as a financial advisor for 3 years.*

2019 - Present (5 years)

Cliftonlarsonallen Wealth Advisors, LLC

2016 - 2019 (3 years)

University Of Massachusetts - Dartmouth

2015 - 2015 (< 1 year)

Westfield State University

2012 - 2019 (7 years)

Winberg'S True Value

2011 - 2015 (4 years)

Apponequet Regional High School

*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 Mikaela Cavallaro 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

Michen Sirleaf
King Of Prussia, PA
Stephen Powers
Minneapolis, MN
Jonathan Meinholz
Eau Claire, WI
Nicole Gronholz
Minneapolis, MN
Andrew Ostlund
Baxter, MN
Kaitlyn Friant
Middleton, WI
John Fonaas
Milwaukee, WI
Jessica Porcelli
Minneapolis, 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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