Investment adviser representative · Calvie Financial
Clinton J. Vilks
CRD 6370676 · Orono, MN
At a glance
Clinton J. Vilks is an investment adviser representative with Calvie Financial in Orono, MN, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Clinton’s SEC record dates to 2025, about 1 years ago. Designations on file: Chartered Financial Analyst.
Current advisory firm
- Calvie FinancialSince April 2025Orono, MN · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2025 (1 years)
- Designations
- Chartered Financial Analyst
- Exams
- –
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Clinton’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.