Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Ryan Fonaas is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC. John has been in the industry since 2011 and holds both Series 63 and 66 licenses. John has a previous employment history with firms such as Wells Fargo Funds Distributor, LLC, Russell Investments Financial Services, LLC, and Transamerica Investors Securities Corporation. CliftonLarsonAllen Wealth Advisors, LLC is a registered investment advisor.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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WI
12/07/2022 - Present
Cliftonlarsonallen Wealth Advisors, LLC (Wauwatosa WI)
NY
07/27/2022 - 12/07/2022
TRANSAMERICA INVESTORS SECURITIES CORPORATION (HARRISON NY)
WI
05/04/2016 - 07/21/2022
RUSSELL INVESTMENTS FINANCIAL SERVICES, LLC (MILWAUKEE WI)
WI
12/17/2013 - 04/19/2016
WELLS FARGO FUNDS DISTRIBUTOR, LLC (MENOMONEE FALLS WI)
WI
03/21/2013 - 06/24/2013
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
WI
09/17/2010 - 03/28/2013
SCOTTRADE, INC. (MILWAUKEE WI)
BOTH
Issued 07/01/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/30/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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