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Francesco Conidi

Cliftonlarsonallen Wealth Advisors, LLC

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About Francesco Conidi

Francesco Conidi is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC. Francesco has been in the industry since November 2002. He is registered to provide investment advice in Massachusetts and Connecticut. Francesco holds the Series 7, Series 66 and SIE licenses. Francesco is a Certified Financial Planner. He specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting.

Firm Information

Francesco Conidi 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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Francesco Conidi’s Registration & Firm History

MN

06/16/2021 - Present

Cliftonlarsonallen Wealth Advisors, LLC (MINNEAPOLIS MN)

MA

03/11/2009 - 02/24/2021

CHARLES SCHWAB & CO., INC. (Chestnut Hill MA)

MA

04/14/2008 - 03/09/2009

JOHN HANCOCK FUNDS, LLC (BOSTON MA)

MA

03/13/2006 - 04/21/2008

NEW ENGLAND SECURITIES (WELLESLEY MA)

MN

11/14/2002 - 03/16/2006

AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)

MN

11/14/2002 - 03/16/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 12/04/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/13/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Francesco Conidi.
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