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JM

Jonathan R. Meinholz

Some features on this profile are disabled
CRD#: 5675772
JM

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jonathan Robert Meinholz, CFP®, who also goes by Jonathan Meinholz, was a registered financial professional .

Jonathan is a previously registered financial professional and started their career in finance in 2012. Jonathan had worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Jonathan Meinholz

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2015

Experience

Past

February 27, 2015 - December 31, 2025

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

BD
CRD#: 38357
Eau Claire, WI
Past

January 15, 2015 - December 31, 2025

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

RIA
CRD#: 38357
Eau Claire, WI
Past

December 5, 2014 - February 26, 2015

VALMARK SECURITIES, INC.

BD
CRD#: 31243
EAU CLAIRE, WI
Past

October 30, 2014 - November 3, 2014

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

BD
CRD#: 38357
MINNEAPOLIS, MN
Past

March 19, 2013 - December 8, 2014

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

RIA
CRD#: 38357
EAU CLAIRE, WI
Past

March 16, 2012 - February 27, 2013

ROBERT W. BAIRD & CO. INCORPORATED

RIA
CRD#: 8158
EAU CLAIRE, WI
Past

February 22, 2012 - February 27, 2013

ROBERT W. BAIRD & CO. INCORPORATED

BD
CRD#: 8158
EAU CLAIRE, WI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | LAWCO FINANCIAL L.L.C. | LARSONALLEN PRIVATE FINANCIAL ADVISORS | LARSONALLEN FINANCIAL, LLC | LARSONALLEN FINANCIAL

CRD#: 38357 / SEC#: 801-57242, 8-48239

RIA
Registered Investment Advisory firm - SEC (2/23/2000 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/15/2012
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/21/2012
General Securities Representative Examination

Current Firm

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | LAWCO FINANCIAL L.L.C. | LARSONALLEN PRIVATE FINANCIAL ADVISORS | LARSONALLEN FINANCIAL, LLC | LARSONALLEN FINANCIAL

CRD#: 38357 / SEC#: 801-57242, 8-48239

RIA
Registered Investment Advisory firm - SEC (2/23/2000 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
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Contact information

Main Address
220 S. Sixth Street Suite 300, Minneapolis, MN 55402-1418
Mailing Address
220 S. Sixth Street Suite 300, Minneapolis, MN 55402-4505
Phone number
(612) 376-4777
Established
Minnesota since 02/16/1995
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
151

SEC notice filing (52 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

FINRA licenses (51 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A 03/31/2025 (3/31/2025)

Direct owners and executive officers

NamePositionCRD#
CLIFTONLARSONALLEN LLPSOLE MEMBER
BLAND, WILLIAM CLAYTONCHIEF EXECUTIVE OFFICER3259971
BUFFIE, BRIAN JACOBCHIEF COMPLIANCE OFFICER5532207
VAN HORRICK, JACLYN SUZANNEPRINCIPAL FINANCIAL OFFICER4587577
VAN HORRICK, JACLYN SUZANNEPRINCIPAL OPERATIONS OFFICER4587577
VAN HORRICK, JACLYN SUZANNEFINANCIAL OPERATIONS PRINCIPAL4587577

Regulatory assets under management

Total Number of Accounts22,382
AUM (Assets Under Management)$ 13,324,042,941

Disclosures

Regulatory Event3

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
09/18/2025
Cover Page
Report
09/10/2024
Cover Page
Report
08/16/2023
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

CRD#: 38357

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