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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Rautio is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, Minnesota. Stephanie has been working in the financial industry since 2003 and has extensive experience in providing financial advice to individuals, families, and businesses. Stephanie is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 7, Series 66, and Series 24 licenses. Stephanie is committed to providing her clients with personalized financial planning and investment management services.
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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MN
01/15/2024 - Present
Cliftonlarsonallen Wealth Advisors, LLC (MINNEAPOLIS MN)
CA
05/30/2023 - 12/22/2023
MADISON AVENUE SECURITIES, LLC (Los Angeles CA)
CO
11/15/2017 - 04/25/2023
EMPOWER FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)
WI
09/14/2016 - 11/09/2017
U.S. BANCORP INVESTMENTS, INC. (EAU CLAIRE WI)
WI
07/23/2010 - 09/14/2016
FIRST LIBERTIES FINANCIAL (CHIPPEWA FALLS WI)
WI
10/03/2008 - 01/08/2009
KCD FINANCIAL, INC. (DEPERE WI)
WI
04/14/2008 - 01/05/2009
PAVEK INVESTMENTS INC. (EAU CLAIRE WI)
WI
05/11/2006 - 08/10/2007
INVEST FINANCIAL CORPORATION (EAU CLAIRE WI)
OH
09/22/2000 - 09/01/2005
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
BOTH
Issued 01/27/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/11/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/16/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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