RBC Capital Markets
47yrs
Top advisor by experience in Minnesota
3yrs
Cedric McClain
Financial advisor at Cliftonlarsonallen Wealth Advisors
Based in Minneapolis, Minnesota, Cedric McClain is a fiduciary financial advisor with 3 years of industry experience. Cedric has been with Cliftonlarsonallen Wealth Advisors since 2026; before that, Cedric spent three years at UBS Financial Services. Cliftonlarsonallen Wealth Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 2437 advisors with offices in Minneapolis, and one of 2209 fiduciaries.
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
Office220 S. Sixth Street Suite 300, Minneapolis, MN 55402
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$1.73 million
Advisors at the firm99
States licensed ?1 state
Services through Cliftonlarsonallen Wealth Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Aug 2026 – nowCliftonlarsonallen Wealth Advisors, LLCCurrent firm
- 2023 – 2026UBS Financial Services Inc.Previously
Contact Cedric
(612) 376-4777Cliftonlarsonallen Wealth Advisors main office 220 S. Sixth Street Suite 300Minneapolis, MN 55402Office · Get directions Firm websiteHTTP://WWW.CLACONNECT.COM
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Questions to ask Cedric
Tailored to Cedric’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Cedric
How do I contact Cedric?
Call Cliftonlarsonallen Wealth Advisors at (612) 376-4777 and ask for Cedric McClain. Cedric works from the Minneapolis, MN office.
How long has Cedric been a financial advisor?
Cedric has been in the industry since 2023, about 3 years. 3 years in the industry.
What licenses does Cedric hold?
Series 66. Tap any license on this page to see what it allows.
Is Cedric a fiduciary?
Cedric is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Cedric paid?
Cliftonlarsonallen Wealth Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Cedric for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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