Triston
Richert
Cliftonlarsonallen Wealth Advisors, LLC
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About this Advisor
Triston Richert is a financial advisor who works out of Minneapolis, Minnesota with 2 years of relevant experience. Richert works at Cliftonlarsonallen Wealth Advisors, LLC. Throughout their career, they have worked at Aei Fund Management, Inc, University Of Minnesota Crookston, Crookston Sports Center, Norsk Concrete Construction, Inc, Wild Bills Sports Saloon and Cliftonlarsonallen Wealth Advisors. Richert maintains a Series 65 license, designating them as an investment advisor representative, and can operate in Minnesota. Cliftonlarsonallen Wealth Advisors, LLC is a firm that has its headquarters in Minneapolis, MN. It has offices in 38 locations and a total of 154 advisors. It administers $7 billion in assets under management across its 18,665 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm serves 41 charitable organizations. Of its 18,665 client accounts, 25% are held by high-net-worth clients who have at least $1 million in assets. The business performs a wide range 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. Fees for financial advisory services usually are based on which services the firm provides the client. However, fees billed by Cliftonlarsonallen Wealth Advisors, LLC most likely consist of 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
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$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
Triston Richert Work History
Triston has been registered as a financial advisor for 2 years.*
Cliftonlarsonallen Wealth Advisors
Aei Fund Management, Inc
University Of Minnesota Crookston
Crookston Sports Center
Norsk Concrete Construction, Inc
University Of Minnesota Crookston
Wild Bills Sports Saloon
*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 Triston Richert 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
Middleton, WI
Milwaukee, WI
Minneapolis, MN
Minneapolis, MN
Baxter, MN
King Of Prussia, PA
West Hartford, CT
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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