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Adrianne Marie Regrutto

Cliftonlarsonallen Wealth Advisors, LLC

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About Adrianne Marie Regrutto

Adrianne Regrutto is an Investment Advisor Representative with CliftonLarsonAllen Wealth Advisors, LLC. Adrianne has been in the financial industry since 2000. Adrianne is licensed in Arizona, California, Connecticut, Maryland, Nebraska, Pennsylvania and Texas. Adrianne specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations.

Firm Information

Adrianne Regrutto is currently registered with Cliftonlarsonallen Wealth Advisors, LLC. CliftonLarsonAllen Wealth Advisors, LLC is a Limited Liability Company headquartered in Minneapolis, Minnesota. Formed in February 1995, the firm offers a wide range of financial advisory services, including financial planning, pension consulting, and educational seminars. They serve a diverse clientele, including high-net-worth individuals, corporations, and pension plans. The firm is registered with the Securities and Exchange Commission and has a strong track record of providing personalized and comprehensive financial advice. They manage approximately $7.98 billion in assets across 19,942 accounts.
Cliftonlarsonallen Wealth Advisors, LLC

220 SOUTH 6TH STREET

MINNEAPOLIS, MN 55402-1418

$7.98B

Assets Under Management

747

Total Clients

101

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Adrianne Regrutto’s Registration & Firm History

AZ

08/21/2023 - Present

Cliftonlarsonallen Wealth Advisors, LLC (Tucson AZ)

CA

06/17/2005 - 09/06/2007

NORTHERN TRUST SECURITIES, INC. (LOS ANGELES CA)

CT

10/05/2004 - 04/13/2005

PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)

AZ

11/22/2000 - 08/22/2003

DAVIS DISTRIBUTORS, LLC (TUCSON AZ)

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Licenses & Designations

IA

Issued 11/22/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/19/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/16/2002

Series 7 - General Securities Representative Examination

BC

Issued 11/21/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Adrianne Marie Regrutto.
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