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Michael Joseph Pohl

Investment Adviser Representative at Cliftonlarsonallen Wealth Advisors, LLC

Minneapolis, MNCRD #6663626Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
10 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Michael Joseph Pohl is an investment adviser representative with Cliftonlarsonallen Wealth Advisors, LLC in Minneapolis, MN, where they have been registered since 2016, the year they entered the securities industry. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Florida, Kentucky, Minnesota, and Texas.

Office

220 S. Sixth Street, Suite 300
Minneapolis, MN 55402-4505

Advisors at this office: 21

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Florida, Kentucky, Minnesota, Texas
Broker:
1 state or territory

Minnesota

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 5/25/2018
Series 65
Uniform Investment Adviser Law Examination
Passed 10/17/2016
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 4/28/2018

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Cliftonlarsonallen Wealth Advisors, LLCCurrent
10/17/2016 – Minneapolis, MN

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Cliftonlarsonallen Wealth Advisors, LLC
    Jun 2016 – no end date reportedMinneapolis, 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

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other AdvisersEducational Seminars and Workshops
Firm areas of expertise
Wealth AdvisoryAuditTaxConsultingOutsourcingDigitalCPA

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporations

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

View full firm profile

Other advisors at Cliftonlarsonallen Wealth Advisors, LLC

Showing 12 of 97 in the directory

View Cliftonlarsonallen Wealth Advisors, LLC firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Michael Joseph Pohl 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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Michael Joseph Pohl (Cliftonlarsonallen Wealth Advisors)