Robert
Bosco

Cliftonlarsonallen Wealth Advisors, LLC

CRD#1997398
Investment Advisor
in Minneapolis, MN

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About this Advisor

Robert Bosco is a financial advisor based in Minneapolis, Minnesota, working with Cliftonlarsonallen Wealth Advisors, LLC. Robert has previously held positions at Bb&T Bank, Bb&T Investments, and Cliftonlarsonallen Wealth Advisors, LLC. Robert has passed the Series 63 regulatory exam and is registered to provide services in Florida and Texas. Currently, Robert 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, CERTIFIED FINANCIAL PLANNER™

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 S. Sixth Street Suite 300
Minneapolis, MN 55402-4505

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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

Robert Bosco Work History

2016 - Present (8 years)

Cliftonlarsonallen Wealth Advisors, LLC

2010 - 2016 (6 years)

Bb&T Bank

2010 - 2016 (6 years)

Bb&T Investments

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Disclosures

Please visit the SEC profile of Robert Bosco 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

Brody Johnson
Minneapolis, MN
Karen Wegner
Minneapolis, MN
Steven Neutzling
Minneapolis, MN
Nathan Nicolaisen
Minneapolis, MN
Joseph Reina
Addison, TX
Jennifer Faust
Minneapolis, MN
Mckenna Makela
Middleton, WI
Julian Einfrank
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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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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