Nicholas Kavelaris
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.
Nicholas Kavelaris is an investment adviser representative with Cliftonlarsonallen Wealth Advisors, LLC in Wauwatosa, WI, where they have been registered since 2026. They have worked in the securities industry since 2024 and have been registered with 4 firms, including Strategic Advisers LLC and Fidelity Personal and Workplace Advisors. 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 Illinois, Missouri, Texas, and Wisconsin.
Office
Advisors at this office: 5
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Illinois, Missouri, Texas, Wisconsin
- Broker:
1 state or territory
Wisconsin
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 LLCJun 2026 – no end date reportedMilwaukee, WI
- Equitable Advisors, LLCOct 2022 – Dec 2022New York, NY
- Third Coast AdvisorsFeb 2020 – Jun 2022Pewaukee, WI
- Target Distribution CenterJan 2019 – Dec 2019Oconomowoc, WI
- Created to Think, LLCFeb 2016 – May 2024Oconomowoc, WI
- University of MinnesotaAug 2016 – Jun 2017Minneapolis, MN
- Carroll UniversityOct 2022 – May 2024Waukesha, WI
- Annex Wealth ManagementMar 2023 – Mar 2024Elm Grove, WI
- FidelityMay 2024 – May 2026Brookfield, WI
- Fidelity InvestmentsMar 2025 – May 2026Boston, MA
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
View full firm profileOther advisors at Cliftonlarsonallen Wealth Advisors, LLC
Showing 12 of 97 in the directory
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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. Nicholas Kavelaris 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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