Jonathan
Meinholz
Cliftonlarsonallen Wealth Advisors, LLC
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About this Advisor
Jonathan Meinholz is a certified financial planner operating out of Eau Claire, Wisconsin with 8 years of relevant experience. Meinholz currently works for Cliftonlarsonallen Wealth Advisors, LLC. Over the course of their career, they have held roles at Cliftonlarsonallen Wealth Advisors, LLC, Valmark Securities, Inc and Cliftonlarsonallen Llp. Meinholz has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Texas and Wisconsin. Cliftonlarsonallen Wealth Advisors, LLC is a business based out of Minneapolis, MN. The company has offices in 38 locations and a total of 154 employees. It manages $7 billion in total assets across its 18,665 client accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm serves 41 charitable organizations. Of its 18,665 client accounts, 25% belong to high-net-worth individuals who have at least $1 million in assets available to invest. Cliftonlarsonallen Wealth Advisors, LLC has 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. Fees for financial management typically depend on the financial services. Fees charged by Cliftonlarsonallen Wealth Advisors, LLC may include 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
Jonathan Meinholz Work History
Jonathan has been registered as a financial advisor for 8 years.*
Cliftonlarsonallen Llp
Cliftonlarsonallen Wealth Advisors, LLC
Valmark Securities, Inc
*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 Jonathan Meinholz 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
Eau Claire, WI
King Of Prussia, PA
Minneapolis, MN
Middleton, WI
West Hartford, CT
Milwaukee, WI
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.
