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Christopher Alessio Tedesco

Cliftonlarsonallen Wealth Advisors, LLC

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About Christopher Alessio Tedesco

Christopher Alessio Tedesco is a financial advisor registered with CliftonLarsonAllen Wealth Advisors, LLC. Christopher has been in the industry since August 2020. Christopher specializes in financial planning, pension consulting, educational seminars, and selection of other advisers. Christopher has experience working with high-net-worth individuals, charitable organizations, pension and profit sharing plans, corporations or other businesses, and individuals other than high-net-worth. Christopher is licensed in Arizona, California, Nevada, North Carolina, Texas, and Washington.

Firm Information

Christopher Tedesco 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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Christopher Tedesco’s Registration & Firm History

AZ

07/24/2024 - Present

Cliftonlarsonallen Wealth Advisors, LLC (PHOENIX AZ)

AZ

08/03/2020 - 12/02/2020

VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)

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Licenses & Designations

IA

Issued 05/24/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/11/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/03/2020

Series 7TO - General Securities Representative Examination

BC

Issued 06/22/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Christopher Alessio Tedesco.
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