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Dylan James McGarthwaite

Cliftonlarsonallen Wealth Advisors, LLC

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About Dylan James McGarthwaite

Dylan McGarthwaite is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC, a firm with offices in Minneapolis and St. Cloud. Dylan is a Certified Financial Planner and has a strong background in law and finance. Dylan specializes in helping individuals, families, and businesses achieve their financial goals. Dylan has a diverse background in various fields, including law, finance, and real estate. Dylan is committed to providing personalized financial advice to help clients achieve their financial objectives. Dylan is licensed to provide financial advice in all 50 states, as well as the Virgin Islands.

Firm Information

Dylan McGarthwaite 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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Dylan McGarthwaite’s Registration & Firm History

MN

05/06/2024 - Present

Cliftonlarsonallen Wealth Advisors, LLC (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 04/01/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Dylan James McGarthwaite.
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