CliftonLarsonAllen Wealth Advisors, LLC
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CliftonLarsonAllen Wealth Advisors, LLC Employees
Employee
Years
Job
Industry
Jean Wolfe Jean Wolfe's CliftonLarsonAllen Wealth Advisors, LLC Experience February 2004 - November 2013
Job Vice President at Robert W. Baird & Co.
Industry Investment Management
Experience
Robert W. Baird & Co. January 2014 - Present
CliftonLarsonAllen November 2008 - November 2013
CliftonLarsonAllen Wealth Advisors, LLC February 2004 - November 2013
Piper Jaffray 1998 - 2004
Skills
Estate Planning, Strategic Financial..., Retirement Planning, Series 7, Insurance, Wealth Management, Investments, Investment Advisory, Portfolio Management, Wealth, Life Insurance, Variable Annuities, Personal Financial..., Fixed Annuities
Education
St. Cloud State University 1979 — 1983
B.S., Marketing, Finance
Robert W. Baird & Co. January 2014 - Present
CliftonLarsonAllen November 2008 - November 2013
CliftonLarsonAllen Wealth Advisors, LLC February 2004 - November 2013
Piper Jaffray 1998 - 2004
Skills
Estate Planning, Strategic Financial..., Retirement Planning, Series 7, Insurance, Wealth Management, Investments, Investment Advisory, Portfolio Management, Wealth, Life Insurance, Variable Annuities, Personal Financial..., Fixed Annuities
Education
St. Cloud State University 1979 — 1983
B.S., Marketing, Finance
Lizz Schneider, CFP® Lizz Schneider, CFP®'s CliftonLarsonAllen Wealth Advisors, LLC Experience June 2001 - Present
Job Senior Wealth Advisor, CliftonLarsonAllen Wealth Advisors, LLC
Industry Investment Management
Experience
CliftonLarsonAllen Wealth Advisors, LLC June 2001 - Present
Edward Jones Company September 1999 - June 2001
Associated Investment Services, Inc. December 1997 - September 1999
First Financial Bank, Essex National Securities, Inc. May 1995 - November 1997
First Financial Bank February 1990 - May 1995
Skills
Retirement Planning, Estate Planning, Investment Advisory, Wealth Management, Strategic Financial..., Investments, Asset Managment, High Net Worth..., Financial Planners, Insurance, Wealth, Series 7, Asset Management, Certified Financial..., Finance, Financial Services, Personal Financial..., Retirement, Financial Planning
Education
DePaul University 2010 — 2011
Management
College for Financial Planning 2001 — 2005
University of Wisconsin-Stevens Point 1986 — 1987
CliftonLarsonAllen Wealth Advisors, LLC June 2001 - Present
Edward Jones Company September 1999 - June 2001
Associated Investment Services, Inc. December 1997 - September 1999
First Financial Bank, Essex National Securities, Inc. May 1995 - November 1997
First Financial Bank February 1990 - May 1995
Skills
Retirement Planning, Estate Planning, Investment Advisory, Wealth Management, Strategic Financial..., Investments, Asset Managment, High Net Worth..., Financial Planners, Insurance, Wealth, Series 7, Asset Management, Certified Financial..., Finance, Financial Services, Personal Financial..., Retirement, Financial Planning
Education
DePaul University 2010 — 2011
Management
College for Financial Planning 2001 — 2005
University of Wisconsin-Stevens Point 1986 — 1987
Chris Schuch, CFP® Chris Schuch, CFP®'s CliftonLarsonAllen Wealth Advisors, LLC Experience November 2014 - Present
Job Wealth Advisor
Industry Financial Services
Experience
CliftonLarsonAllen Wealth Advisors, LLC November 2014 - Present
CliftonLarsonAllen Wealth Advisors, LLC February 2012 - October 2014
J.P. Morgan Chase February 2010 - February 2012
Firestone March 2009 - February 2010
Windswept Stables January 1997 - February 2010
Skills
Outlook, Non-profits, Nonprofits, Access, Program Management, Data Analysis, Training, Process Improvement
Education
LSU Shreveport
Master of Business Administration (M.B.A.), Business Administration and Management, General
Elizabethtown College 2004 — 2008
BS, Business Administration
Hempfield High School 2000 — 2004
CliftonLarsonAllen Wealth Advisors, LLC November 2014 - Present
CliftonLarsonAllen Wealth Advisors, LLC February 2012 - October 2014
J.P. Morgan Chase February 2010 - February 2012
Firestone March 2009 - February 2010
Windswept Stables January 1997 - February 2010
Skills
Outlook, Non-profits, Nonprofits, Access, Program Management, Data Analysis, Training, Process Improvement
Education
LSU Shreveport
Master of Business Administration (M.B.A.), Business Administration and Management, General
Elizabethtown College 2004 — 2008
BS, Business Administration
Hempfield High School 2000 — 2004
Ben Winter Ben Winter's CliftonLarsonAllen Wealth Advisors, LLC Experience December 2010 - November 2012
Job Investment Banking Associate at Quetico Partners
Industry Financial Services
Experience
Quetico Partners September 2014 - Present
Ernst & Young November 2012 - September 2014
CliftonLarsonAllen Wealth Advisors, LLC December 2010 - November 2012
Ernst & Young July 2006 - December 2010
Skills
Due Diligence, Private Equity, Capital Markets, Accounting, Financial Accounting, US GAAP
Education
The Ohio State University Fisher College of Business 2005 — 2006
Master
University of Iowa 2001 — 2005
Bachelor
Quetico Partners September 2014 - Present
Ernst & Young November 2012 - September 2014
CliftonLarsonAllen Wealth Advisors, LLC December 2010 - November 2012
Ernst & Young July 2006 - December 2010
Skills
Due Diligence, Private Equity, Capital Markets, Accounting, Financial Accounting, US GAAP
Education
The Ohio State University Fisher College of Business 2005 — 2006
Master
University of Iowa 2001 — 2005
Bachelor
Samuel Sexton, CPA, CFP® Samuel Sexton, CPA, CFP®'s CliftonLarsonAllen Wealth Advisors, LLC Experience November 2014 - Present
Job Wealth Advisor at CliftonLarsonAllen Wealth Advisors, LLC
Industry Financial Services
Experience
CliftonLarsonAllen Wealth Advisors, LLC November 2014 - Present
CliftonLarsonAllen Wealth Advisors, LLC December 2012 - October 2014
CliftonLarsonAllen November 2011 - December 2012
KDV July 2008 - July 2010
Saint John's University September 2006 - May 2008
UBS June 2007 - August 2007
Skills
Accounting, Forecasting, Auditing, Financial Analysis, Internal Controls, CPA, Finance, Personal Financial..., Tax Preparation, Financial Advisory, Asset Management, Asset Allocation, Insurance, Holistic Financial..., Investments, Wealth Management, Alternative Investments, Financial Planning
Education
College for Financial Planning 2014 — 2015
CFP Education Course, Financial Planning and Services
St. John's University 2004 — 2008
BA, Accounting
University College Cork 2007 — 2007
History and Philosophy
St. Cloud State University 2006 — 2007
Finance and Marketing
CliftonLarsonAllen Wealth Advisors, LLC November 2014 - Present
CliftonLarsonAllen Wealth Advisors, LLC December 2012 - October 2014
CliftonLarsonAllen November 2011 - December 2012
KDV July 2008 - July 2010
Saint John's University September 2006 - May 2008
UBS June 2007 - August 2007
Skills
Accounting, Forecasting, Auditing, Financial Analysis, Internal Controls, CPA, Finance, Personal Financial..., Tax Preparation, Financial Advisory, Asset Management, Asset Allocation, Insurance, Holistic Financial..., Investments, Wealth Management, Alternative Investments, Financial Planning
Education
College for Financial Planning 2014 — 2015
CFP Education Course, Financial Planning and Services
St. John's University 2004 — 2008
BA, Accounting
University College Cork 2007 — 2007
History and Philosophy
St. Cloud State University 2006 — 2007
Finance and Marketing
Chuck Betz Chuck Betz's CliftonLarsonAllen Wealth Advisors, LLC Experience March 2003 - Present
Job Principal / CFO CliftonLarsonAllen Wealth Advisors LLC
Industry Investment Management
Experience
CliftonLarsonAllen Wealth Advisors, LLC March 2003 - Present
Cornerstone Capital Management, Inc. November 1993 - February 2003
LarsonAllen LLP June 1976 - October 1993
Skills
Investment Management, Wealth Management, Asset Managment, CPA, Investments, Estate Planning, Tax, Financial Planners, Financial Analysis, High Net Worth..., Investment Advisory, Retirement Planning, Finance, Financial Advisory, Strategic Financial..., Asset Management, Financial Planning
Education
University of Minnesota-Twin Cities
B.S., Accounting
CliftonLarsonAllen Wealth Advisors, LLC March 2003 - Present
Cornerstone Capital Management, Inc. November 1993 - February 2003
LarsonAllen LLP June 1976 - October 1993
Skills
Investment Management, Wealth Management, Asset Managment, CPA, Investments, Estate Planning, Tax, Financial Planners, Financial Analysis, High Net Worth..., Investment Advisory, Retirement Planning, Finance, Financial Advisory, Strategic Financial..., Asset Management, Financial Planning
Education
University of Minnesota-Twin Cities
B.S., Accounting
Gennady Bekasov, MBA's CliftonLarsonAllen Wealth Advisors, LLC Experience February 2012 - March 2013
Job Compliance Manager at Baker Tilly Virchow Krause, LLP
Industry Investment Management
Experience
Baker Tilly Virchow Krause, LLP March 2013 - Present
CliftonLarsonAllen Wealth Advisors, LLC February 2012 - March 2013
Clifton Gunderson Wealth Advisors LLC June 2005 - February 2012
Mennenga Tax & Financial Service April 2003 - June 2005
Skills
Securities, Investment Advisory, Estate Planning, Internal Controls, Due Diligence, Strategic Financial..., Asset Management, Wealth Management, Investments, Mergers & Acquisitions, Financial Analysis, Risk Management, Mutual Funds, Financial Reporting, Sarbanes-Oxley Act, Retirement Planning, Portfolio Management
Education
University of Wisconsin-Whitewater 2008 — 2011
MBA, Finance
Saint Petersburg State University 1988 — 1993
MA, English, French
Baker Tilly Virchow Krause, LLP March 2013 - Present
CliftonLarsonAllen Wealth Advisors, LLC February 2012 - March 2013
Clifton Gunderson Wealth Advisors LLC June 2005 - February 2012
Mennenga Tax & Financial Service April 2003 - June 2005
Skills
Securities, Investment Advisory, Estate Planning, Internal Controls, Due Diligence, Strategic Financial..., Asset Management, Wealth Management, Investments, Mergers & Acquisitions, Financial Analysis, Risk Management, Mutual Funds, Financial Reporting, Sarbanes-Oxley Act, Retirement Planning, Portfolio Management
Education
University of Wisconsin-Whitewater 2008 — 2011
MBA, Finance
Saint Petersburg State University 1988 — 1993
MA, English, French
Joey Frayne Joey Frayne's CliftonLarsonAllen Wealth Advisors, LLC Experience June 2007 - February 2015
Job Technology Investment Associate
Industry Investment Management
Experience
Wisconsin Economic Development Corporation February 2015 - Present
CliftonLarsonAllen Wealth Advisors, LLC June 2007 - February 2015
Berthel Fisher & Company Financial Services, Inc. December 2006 - August 2007
Little Caesars August 1995 - December 2006
The Vanguard Group November 2004 - November 2005
Skills
Back Office, Strategic Financial..., Portfolio Management, Equities, Trading, Investments, Compliance Management, Project Management, Customer Service, Management, Operations Management, Project Planning, Process Improvement
Education
University of Iowa 1999 — 2003
BA, Economics
Wisconsin Economic Development Corporation February 2015 - Present
CliftonLarsonAllen Wealth Advisors, LLC June 2007 - February 2015
Berthel Fisher & Company Financial Services, Inc. December 2006 - August 2007
Little Caesars August 1995 - December 2006
The Vanguard Group November 2004 - November 2005
Skills
Back Office, Strategic Financial..., Portfolio Management, Equities, Trading, Investments, Compliance Management, Project Management, Customer Service, Management, Operations Management, Project Planning, Process Improvement
Education
University of Iowa 1999 — 2003
BA, Economics
Richard Mark Trittschuh Richard Mark Trittschuh's CliftonLarsonAllen Wealth Advisors, LLC Experience January 2006 - Present
Job Director, CliftonLarsonAllen Wealth Advisors, LLC
Industry Investment Management
Experience
CliftonLarsonAllen Wealth Advisors, LLC January 2006 - Present
KPMG Investment Advisors April 2001 - December 2005
Morningstar January 1996 - March 2000
Skills
Investment Advisory, Alternative Investments, Asset Allocation, Investments, Estate Planning, Financial Analysis, Strategic Financial..., Risk Management, Asset Managment, Retirement Planning, Valuation, Due Diligence, Wealth Management, Private Equity, Insurance
Education
Miami University 1979 — 1984
Bachelor of Science in Business Adminstration, Finance, Economics
Chaney High School 1973 — 1977
CliftonLarsonAllen Wealth Advisors, LLC January 2006 - Present
KPMG Investment Advisors April 2001 - December 2005
Morningstar January 1996 - March 2000
Skills
Investment Advisory, Alternative Investments, Asset Allocation, Investments, Estate Planning, Financial Analysis, Strategic Financial..., Risk Management, Asset Managment, Retirement Planning, Valuation, Due Diligence, Wealth Management, Private Equity, Insurance
Education
Miami University 1979 — 1984
Bachelor of Science in Business Adminstration, Finance, Economics
Chaney High School 1973 — 1977
Scott Davis, CFA, CFP®, MSF Scott Davis, CFA, CFP®, MSF's CliftonLarsonAllen Wealth Advisors, LLC Experience May 2008 - Present
Job Wealth Advisor at CliftonLarsonAllen Wealth Advisors, LLC
Industry Investment Management
Experience
CliftonLarsonAllen Wealth Advisors, LLC May 2008 - Present
Thrivent Financial for Lutherans August 2007 - May 2008
Skills
Asset Management, Financial Planning, Personal Finance, Investment Advisory, Retirement Planning, Estate Planning, Series 7, Long Term Care, Small Business, Insurance, Investments, Wealth Management, Asset Managment, Wealth, Financial Advisory
Education
College for Financial Planning 2011 — 2014
Master of Science, Finance
College for Financial Planning 2009 — 2010
Financial Planning
Illinois State University 2003 — 2007
Bachelor of Science, Finance
CliftonLarsonAllen Wealth Advisors, LLC May 2008 - Present
Thrivent Financial for Lutherans August 2007 - May 2008
Skills
Asset Management, Financial Planning, Personal Finance, Investment Advisory, Retirement Planning, Estate Planning, Series 7, Long Term Care, Small Business, Insurance, Investments, Wealth Management, Asset Managment, Wealth, Financial Advisory
Education
College for Financial Planning 2011 — 2014
Master of Science, Finance
College for Financial Planning 2009 — 2010
Financial Planning
Illinois State University 2003 — 2007
Bachelor of Science, Finance
James Clemensen, CFP® James Clemensen, CFP®'s CliftonLarsonAllen Wealth Advisors, LLC Experience June 2013 - Present
Job Wealth Advisor at CliftonLarsonAllen Wealth Advisors LLC
Industry Financial Services
Experience
CliftonLarsonAllen Wealth Advisors LLC June 2013 - Present
Boeckermann, Grafstrom & Mayer Wealth Management March 2009 - June 2013
DS&B, Ltd. November 2006 - December 2008
Education
University of Minnesota Duluth
Eastview High School
CliftonLarsonAllen Wealth Advisors LLC June 2013 - Present
Boeckermann, Grafstrom & Mayer Wealth Management March 2009 - June 2013
DS&B, Ltd. November 2006 - December 2008
Education
University of Minnesota Duluth
Eastview High School
Jackie Mohr Jackie Mohr's CliftonLarsonAllen Wealth Advisors, LLC Experience October 2005 - Present
Job Client Service Coordinator, Registered ParaPlanner CliftonLarsonAllen Wealth Advisors, LLC
Industry Investment Management
Experience
CliftonLarsonAllen Wealth Advisors, LLC October 2005 - Present
Cornerstone Capital Management Inc. September 1994 - July 2005
Skills
US GAAP, Accounts Payable, Accounts Receivable, General Ledger, Mutual Funds, Series 7, Estate Planning, Access, Financial Advisory, Investment Advisory, Payroll, Microsoft Office, Financial Services, Financial Modeling, Budgets
Education
College for Financial Planning 2012 — 2012
Reigstered Paraplanner, Financial Planning and Services
Rasmussen Business College
Associate's Degree, Business Administration and General Accounting
CliftonLarsonAllen Wealth Advisors, LLC October 2005 - Present
Cornerstone Capital Management Inc. September 1994 - July 2005
Skills
US GAAP, Accounts Payable, Accounts Receivable, General Ledger, Mutual Funds, Series 7, Estate Planning, Access, Financial Advisory, Investment Advisory, Payroll, Microsoft Office, Financial Services, Financial Modeling, Budgets
Education
College for Financial Planning 2012 — 2012
Reigstered Paraplanner, Financial Planning and Services
Rasmussen Business College
Associate's Degree, Business Administration and General Accounting
Derek Hicks, CPA, CFP®, CFA Derek Hicks, CPA, CFP®, CFA's CliftonLarsonAllen Wealth Advisors, LLC Experience November 2012 - Present
Job Senior Wealth Advisor at CliftonLarsonAllen Wealth Advisors
Industry Financial Services
Experience
CliftonLarsonAllen Wealth Advisors, LLC November 2012 - Present
CliftonLarsonAllen Wealth Advisors, LLC June 2007 - October 2012
McGladrey September 2005 - May 2007
Skills
Personal Financial..., Investment Advisory, Insurance, Retirement Planning, Estate Planning, Strategic Financial..., Asset Allocation, Wealth Management, Mutual Funds, Financial Planners, Asset Management, High Net Worth..., Accounting
Education
Pepperdine University 2001 — 2005
Bachelor of Science (BS), Accounting, Magna Cum Laude
CliftonLarsonAllen Wealth Advisors, LLC November 2012 - Present
CliftonLarsonAllen Wealth Advisors, LLC June 2007 - October 2012
McGladrey September 2005 - May 2007
Skills
Personal Financial..., Investment Advisory, Insurance, Retirement Planning, Estate Planning, Strategic Financial..., Asset Allocation, Wealth Management, Mutual Funds, Financial Planners, Asset Management, High Net Worth..., Accounting
Education
Pepperdine University 2001 — 2005
Bachelor of Science (BS), Accounting, Magna Cum Laude
Brenda Hanson Brenda Hanson's CliftonLarsonAllen Wealth Advisors, LLC Experience 2001 - 2006
Job Executive Assistant to President
Industry Executive Office
Experience
AM Retail Group, Inc. March 2015 - Present
Honeywell January 2014 - March 2015
Medtronic Inc. January 2007 - January 2014
CliftonLarsonAllen Wealth Advisors, LLC 2001 - 2006
GE Capital ITS 1995 - 2000
Skills
Executive Level..., Process Improvement, Office Management, Cross-functional Team..., Live Meeting, Healthcare, Software Documentation, Project Management, Calendaring, Administrative..., PeopleSoft, SharePoint, SAP, Visio, Outlook, Administrative..., Executive...
Education
Bethel University
B.A. Business Management
AM Retail Group, Inc. March 2015 - Present
Honeywell January 2014 - March 2015
Medtronic Inc. January 2007 - January 2014
CliftonLarsonAllen Wealth Advisors, LLC 2001 - 2006
GE Capital ITS 1995 - 2000
Skills
Executive Level..., Process Improvement, Office Management, Cross-functional Team..., Live Meeting, Healthcare, Software Documentation, Project Management, Calendaring, Administrative..., PeopleSoft, SharePoint, SAP, Visio, Outlook, Administrative..., Executive...
Education
Bethel University
B.A. Business Management
John Urosevich's CliftonLarsonAllen Wealth Advisors, LLC Experience November 2014 - Present
Job Operations & Business Intelligence Executive
Industry Financial Services
Experience
CliftonLarsonAllen Wealth Advisors, LLC November 2014 - Present
Janus Capital Group October 1998 - October 2014
Templeton Portfolio Advisory October 1996 - April 1998
Skills
Equity Research, Investments, Asset Managment, Business Analysis, Asset Management, Equities, Mutual Funds, Series 7, Project Management, Business Intelligence, Hedge Funds, Financial Modeling, Series 63, Financial Services, Fixed Income, Alternative Investments, Financial Analysis, Process Improvement, Management
Education
Regis University 2004 — 2006
MBA
Gustavus Adolphus College 1992 — 1996
Elkhorn High School
CliftonLarsonAllen Wealth Advisors, LLC November 2014 - Present
Janus Capital Group October 1998 - October 2014
Templeton Portfolio Advisory October 1996 - April 1998
Skills
Equity Research, Investments, Asset Managment, Business Analysis, Asset Management, Equities, Mutual Funds, Series 7, Project Management, Business Intelligence, Hedge Funds, Financial Modeling, Series 63, Financial Services, Fixed Income, Alternative Investments, Financial Analysis, Process Improvement, Management
Education
Regis University 2004 — 2006
MBA
Gustavus Adolphus College 1992 — 1996
Elkhorn High School
Tony R. Hallada's CliftonLarsonAllen Wealth Advisors, LLC Experience August 2001 - Present
Job Managing Principal and CEO of CliftonLarsonAllen Wealth Advisors, LLC
Industry Financial Services
Experience
CliftonLarsonAllen Wealth Advisors, LLC August 2001 - Present
Nuveen Investments April 1999 - April 2001
John G. Kinnard & Co. 1989 - 1999
Skills
Retirement Planning, Financial Advisory, Series 7, Mergers & Acquisitions, Financial Services, Investment Management, Finance, Wealth, Investment Banking, Management, Fixed Income, Succession Planning, Asset Management, Municipal Bonds, Economics, Capital Markets
Education
Carlson School of Management 2005 — 2006
Executive Management Program, Executive Leadership
University of Wisconsin-Madison 1985 — 1999
B.A.
CliftonLarsonAllen Wealth Advisors, LLC August 2001 - Present
Nuveen Investments April 1999 - April 2001
John G. Kinnard & Co. 1989 - 1999
Skills
Retirement Planning, Financial Advisory, Series 7, Mergers & Acquisitions, Financial Services, Investment Management, Finance, Wealth, Investment Banking, Management, Fixed Income, Succession Planning, Asset Management, Municipal Bonds, Economics, Capital Markets
Education
Carlson School of Management 2005 — 2006
Executive Management Program, Executive Leadership
University of Wisconsin-Madison 1985 — 1999
B.A.
Andy Abel's CliftonLarsonAllen Wealth Advisors, LLC Experience February 2011 - Present
Job Operations Associate at CliftonLarsonAllen Wealth Advisors, LLC
Industry Financial Services
Experience
CliftonLarsonAllen Wealth Advisors, LLC February 2011 - Present
Wells Fargo Investments September 2007 - February 2011
Wells Fargo Investments August 2003 - September 2007
Wells Fargo Investments January 2001 - August 2003
Skills
Microsoft Excel, Checkfree APL, Advent Axys
Education
Drake University 1996 — 2000
BS, Finance
CliftonLarsonAllen Wealth Advisors, LLC February 2011 - Present
Wells Fargo Investments September 2007 - February 2011
Wells Fargo Investments August 2003 - September 2007
Wells Fargo Investments January 2001 - August 2003
Skills
Microsoft Excel, Checkfree APL, Advent Axys
Education
Drake University 1996 — 2000
BS, Finance
Thomas Ratelle's CliftonLarsonAllen Wealth Advisors, LLC Experience September 2005 - December 2013
Job Doctor of Chiropractic at Thomas J. Ratelle, DC
Industry Investment Management
Experience
Thomas J. Ratelle, DC January 2014 - Present
CliftonLarsonAllen Wealth Advisors, LLC September 2005 - December 2013
Antrim Investment Advisors, LLC January 2003 - October 2005
Bremer Business Finance Corporation 2000 - 2002
Bremer Financial Corporation 1996 - 2002
Education
St. John's University
Bachelor of Arts (B.A.)
University of St. Thomas
Master of Business Administration (MBA)
Northwestern Health Sciences University
Doctor of Chiropractic (DC)
Thomas J. Ratelle, DC January 2014 - Present
CliftonLarsonAllen Wealth Advisors, LLC September 2005 - December 2013
Antrim Investment Advisors, LLC January 2003 - October 2005
Bremer Business Finance Corporation 2000 - 2002
Bremer Financial Corporation 1996 - 2002
Education
St. John's University
Bachelor of Arts (B.A.)
University of St. Thomas
Master of Business Administration (MBA)
Northwestern Health Sciences University
Doctor of Chiropractic (DC)