Steven
Neutzling
Cliftonlarsonallen Wealth Advisors, LLC
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About this Advisor
Steven Neutzling is a financial advisor based in Minneapolis, Minnesota with a total of 1 year of relevant experience. Neutzling is an employee of Cliftonlarsonallen Wealth Advisors, LLC. Over the course of their career, they have held roles at St. Cloud Cathedral High School, College Of St. Scholastica, Performance Food Group, Cliftonlarson Allen Llp, Lyft, Cliftonlarsonallen Llp and Cliftonlarsonallen Wealth Advisors, LLC. Neutzling maintains a Series 65 license, designating them as an investment advisor representative, and is approved to operate in Minnesota. Cliftonlarsonallen Wealth Advisors, LLC is a company operating out of Minneapolis, MN. It has offices in 38 locations and a total of 154 employees. It oversees $7 billion in total assets across its 18,665 accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm advises 41 charitable organizations. Of its 18,665 client accounts, 25% are held by high-net-worth individuals who have at least $1 million in investable assets. The firm performs 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. Financial management fee schedules typically depend on which services the firm provides the client. Fees billed by Cliftonlarsonallen Wealth Advisors, LLC most likely include some blend 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
$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
Steven Neutzling Work History
Steven has been registered as a financial advisor for 1 years.*
Cliftonlarsonallen Wealth Advisors, LLC
Cliftonlarsonallen Llp
Lyft
College Of St. Scholastica
College Of St. Scholastica
Cliftonlarson Allen Llp
College Of St. Scholastica
College Of St. Scholastica
College Of St. Scholastica
Performance Food Group
College Of St. Scholastica
College Of St. Scholastica
Performance Food Group
College Of St. Scholastica
College Of St. Scholastica
College Of St. Scholastica
St. Cloud Cathedral 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 Steven Neutzling 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
King Of Prussia, PA
Minneapolis, MN
Middleton, WI
Milwaukee, WI
West Hartford, CT
Minneapolis, MN
Minneapolis, MN
Baxter, 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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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.
