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Kaitlyn Alyssa Friant

Cliftonlarsonallen Wealth Advisors, LLC

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About Kaitlyn Alyssa Friant

Kaitlyn Alyssa Friant is an investment advisor representative with CliftonLarsonAllen Wealth Advisors, LLC in Middleton, Wisconsin. Kaitlyn is a licensed advisor in the state of Wisconsin. Kaitlyn has been in the securities industry since February 5, 2019. Prior to joining CliftonLarsonAllen Wealth Advisors, LLC, Kaitlyn worked at Kohl's in Madison, Wisconsin, Capital Wealth Advisory Group in Madison, Wisconsin, and UW Madison School of Human Ecology in Madison, Wisconsin.

Firm Information

Kaitlyn Friant 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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Kaitlyn Friant’s Registration & Firm History

WI

02/06/2019 - Present

Cliftonlarsonallen Wealth Advisors, LLC (MIDDLETON WI)

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Licenses & Designations

BC

Issued 11/05/2021

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 02/05/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/07/2021

Series 7TO - General Securities Representative Examination

BC

Issued 07/07/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kaitlyn Alyssa Friant.
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