Dylan James McGarthwaite
Investment Adviser Representative at Cliftonlarsonallen Wealth Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Dylan James McGarthwaite is an investment adviser representative with Cliftonlarsonallen Wealth Advisors, LLC in St. Cloud, MN, where they have been registered since 2022, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in 50 states.
Registrations & licenses
- Investment adviser:
- Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, Wyoming
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- CliftonLarsonAllen Wealth Advisors, LLCMay 2021 – no end date reportedMinneapolis, MN
- Minnesota 4th Judicial DistrictMar 2020 – May 2021Minneapolis, MN
- Mitchell Hamline School of LawAug 2017 – Dec 2019St. Paul, MN
- Carl Zeiss Industrial Metrology LLCAug 2019 – Jan 2020Maple Grove, MN
- Rinke NoonanJun 2019 – Aug 2019St. Cloud, MN
- Thomson ReutersAug 2018 – Aug 2018Eagan, MN
- Black Iron ResortJun 2016 – Jan 2018Hayward, WI
- Hayward Power SportsApr 2017 – Aug 2017Hayward, WI
- UnemployedJan 2020 – Mar 2020Sartell, MN
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Cliftonlarsonallen Wealth Advisors, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Wealth Advisory, Digital, Audit, Tax, Consulting and Outsourcing
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 97
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Minneapolis, MN
- SEC file number:
- 801-57242
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 31, 2026
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Dylan James McGarthwaite has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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