AH
AH

Arnita Cheryl Hallman

21 Years of Experience
Broker
Areas of Practice
Retirement PlanningEstate PlanningInvestment ManagementEducation Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
96 advisors
Number of Clients
6,728 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$12.3B

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M1.10%
$2.0M - $5.0M0.75%
$5.0M - $10.0M0.50%
$10M+0.40%

Fees charged quarterly in advance. Fees may be individually negotiated.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

220 South 6th Street, Suite 300, Minneapolis, MN, 55402-1418

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Cliftonlarsonallen Wealth Advisors, LLCBroker
October 2014 - Present · 11 yrs 4 mos
Cliftonlarsonallen Wealth Advisors, LLC
June 2011 - Present · 14 yrs 8 mos
Previous Registrations
Valmark Securities, INC.Broker
December 2010 - February 2014 · 3 yrs 2 mos
Prospera Investment Advisors, LLC
December 2008 - March 2011 · 2 yrs 3 mos
Prospera Brokerage Solutions LLCBroker
August 2006 - December 2010 · 4 yrs 4 mos
Securities America, INC.Broker
September 2005 - December 2010 · 5 yrs 3 mos
Ameritas Investment CORP.Broker
July 2004 - July 2005 · 1 yr
Metropolitan Investment Securities, INC.Broker
October 2003 - December 2003 · 2 mos
State Registrations1 state
WA
Advisor
Exams
No exam information available for this advisor.
Arnita Cheryl Hallman - Financial Advisor | TrueAdvisor