John
Fonaas
Cliftonlarsonallen Wealth Advisors, LLC
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About this Advisor
John Fonaas is a financial advisor who works out of Milwaukee, Wisconsin who has 1 year of relevant experience. Fonaas is currently employed by Cliftonlarsonallen Wealth Advisors, LLC. Fonaas has gained experience at Robert W. Baird & Co. Inc, Wells Fargo Funds Distributor, Russell Investments, Transamerica Investors Securities Corporation, Transamerica Life Insurance Company and Cliftonlarsonallen Wealth Advisors, LLC. Fonaas maintains Series 63 and Series 66 licenses, which qualify them as a securities agent, and can serve investors in Wisconsin. Cliftonlarsonallen Wealth Advisors, LLC is a company based out of Minneapolis, MN. It has offices in 38 locations and a total of 154 people on staff. It administers $7 billion in total assets among its 18,665 accounts, placing it among the largest firms in the United States by assets under management. The firm advises 41 charitable organizations. Of its 18,665 customer accounts, 25% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. The advisory firm provides a wide range 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 advisory fees vary depending on which service is provided. However, fees billed by Cliftonlarsonallen Wealth Advisors, LLC most likely consist of 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
John Fonaas Work History
John has been registered as a financial advisor for 1 years.*
Cliftonlarsonallen Wealth Advisors, LLC
Transamerica Investors Securities Corporation
Transamerica Life Insurance Company
Russell Investments
Robert W. Baird & Co. Inc
Wells Fargo Funds Distributor
*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 John Fonaas 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
West Hartford, CT
Minneapolis, MN
Middleton, WI
Milwaukee, WI
Eau Claire, WI
Baxter, MN
Minneapolis, MN
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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