Nathan
Nicolaisen
Cliftonlarsonallen Wealth Advisors, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Nathan Nicolaisen is a financial advisor operating out of Minneapolis, Minnesota with 2 years of relevant experience. Nicolaisen is an employee of Cliftonlarsonallen Wealth Advisors, LLC. Over the course of their career, they have held roles at Cliftonlarsonallen Wealth Advisors, LLC, Clarios, LLC, Johnson Controls Power Solutions and Luther College. Nicolaisen holds Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Minnesota. Cliftonlarsonallen Wealth Advisors, LLC is a financial advisory company that has its headquarters in Minneapolis, MN. It has offices in 38 locations and a total of 154 financial advisors. It controls $7 billion in total assets between its 18,665 accounts, making it one of the biggest firms in the country by assets under management. The firm advises 41 charities and foundations. Of its 18,665 accounts, 25% are associated with high-net-worth individuals who have more than $1 million in assets. 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. Financial management fee schedules depend on which services are offered. However, fees billed by Cliftonlarsonallen Wealth Advisors, LLC most likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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
Nathan Nicolaisen Work History
Nathan has been registered as a financial advisor for 2 years.*
Cliftonlarsonallen Wealth Advisors, LLC
Clarios, LLC
Johnson Controls Power Solutions
Johnson Controls Power Solutions
Johnson Controls Power Solutions
Johnson Controls Power Solutions
Johnson Controls Power Solutions
Johnson Controls Power Solutions
Luther College
*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 Nathan Nicolaisen 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
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
West Hartford, CT
Middleton, WI
Eau Claire, WI
Milwaukee, WI
King Of Prussia, PA
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
