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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julian? Claim Your ProfileJulian Ross Einfrank is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC. Julian has over 10 years of experience in the financial services industry. Julian holds Series 6, 7, 63, and 66 licenses as well as the SIE. Julian is also a Certified Financial Planner. Julian has previously worked for PNC Investments in Chicago, Illinois and Vanguard Marketing Corporation in Scottsdale, Arizona. Julian currently works at CliftonLarsonAllen Wealth Advisors, LLC in the Minneapolis, Minnesota branch office. Julian specializes in providing financial planning, pension consulting, and portfolio management services for individuals, families, and businesses.
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
MN
08/23/2021 - Present
Cliftonlarsonallen Wealth Advisors, LLC (MINNEAPOLIS MN)
IL
04/25/2014 - 07/25/2016
PNC INVESTMENTS (CHICAGO IL)
AZ
10/21/2010 - 01/13/2014
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BOTH
Issued 10/14/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/29/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2011
Series 7 - General Securities Representative Examination
BC
Issued 10/20/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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