Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Meinholz is an investment advisor representative with CliftonLarsonAllen Wealth Advisors, LLC. Jonathan has been working in the financial services industry since 2012. Jonathan is registered in the states of Florida, Minnesota, Texas and Wisconsin. Jonathan specializes in providing financial planning, portfolio management, and pension consulting services to individuals, corporations, and charitable organizations. Jonathan holds the Series 66, Series 7, and SIE licenses. Jonathan is also a Certified Financial Planner.
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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2
WI
01/15/2015 - Present
Cliftonlarsonallen Wealth Advisors, LLC (Eau Claire WI)
WI
12/05/2014 - 02/26/2015
VALMARK SECURITIES, INC. (EAU CLAIRE WI)
MN
10/30/2014 - 11/03/2014
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC (MINNEAPOLIS MN)
WI
02/22/2012 - 02/27/2013
ROBERT W. BAIRD & CO. INCORPORATED (EAU CLAIRE WI)
BOTH
Issued 03/15/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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