Elizabeth A. Alf

CLERESTORY ADVISORS

Bloomington, MN 55425

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CRD#: 6693900

Professional summary

Elizabeth Ann Alf, CFP® is a registered financial advisor currently at CLERESTORY ADVISORS, INC located in Bloomington, Minnesota.

Elizabeth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Elizabeth has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

What are your service offerings?

Retirement Planning

Comprehensive Financial Planni...

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

Aliases

None

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) - RIA

Click below to view Elizabeth Ann Alf's CRS (Customer Relationship Summary).

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: 2018

Experience

Current

September 23, 2016 - Present

CLERESTORY ADVISORS, INC

Office #1: 3001 Metro Drive Suite 220, Bloomington, MN 55425

RIA

CRD#: 148264

Bloomington, MN

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Minnesota
(9/23/2016)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/23/2016

Uniform Investment Adviser Law Examination

Current Firm

CLERESTORY ADVISORS, INC

CRD#: 148264 / SEC#:

Minnesota

Registered Investment Advisory firm - (10/27/2009 Approved)

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Contact information

Main Address

3001 Metro Drive Suite 220, Bloomington, MN 55425

Mailing Address

Phone number

(651) 209-2610

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	227
AUM (Assets Under Management)	$ 99,615,195

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.

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Elizabeth A. Alf

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Elizabeth Ann Alf's CRS (Customer Relationship Summary).

Certified licenses

Experience

CLERESTORY ADVISORS, INC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/23/2016

Current Firm

CLERESTORY ADVISORS, INC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CLERESTORY ADVISORS, INC

TRUST BUT VERIFY

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