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Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.

Privacy, Terms of Use, and Disclaimers

This is the website of CliftonLarsonAllen LLP.

Our postal address is:
220 South Sixth Street, Suite 300
Minneapolis, MN 55402

We can be reached via email at webmaster@CLAconnect.com. For each visitor to our web page, our web server does not automatically recognize information regarding the visitor's domain or email address.

Privacy policy

We collect the email addresses of those who communicate with us via email, aggregate information on what pages users access or visit, and information volunteered by the consumer, such as survey information and/or site registrations. The information we collect is used to improve the content of our web page, but is not shared with other organizations.

If you do not want to receive email from us in the future, please let us know by sending us an email at the above address, writing to us at the above address, or contacting us here. To stop receiving "opt-in" e-newsletters you have previously requested from our company, click "Unsubscribe" on the e-newsletter document or by visiting our subscription center to update your preference.

Persons who supply us with their telephone numbers online may receive telephone contact from us with information regarding new products and services or upcoming events. If you do not wish to receive such telephone calls, please let us know by sending us an email at the above address, calling us at the above telephone number, writing to us at the above address, or contacting us here.

Cookies

To make this site work properly, we must sometimes place small data files called cookies on your device. Most big websites do this too.

What are cookies?

A cookie is a small text file that a website saves on your computer or mobile device when you visit the site. It enables the website to remember your actions and preferences (such as login, language, font size, and other display preferences) over a period of time, so you don’t have to keep re-entering them whenever you come back to the site or browse from one page to another.

How do we use cookies?

  • We use cookies to record session information, record user-specific information on what pages users access or visit, and record past activity at a site in order to personalize site content to user preferences. Cookies also link users to their customer relationship management (CRM) record if a user is a member of the CLA CRM. This action personalizes site content to visitor preferences (e.g., industry and topic areas of interest).
  • Cookies also identify users across devices (e.g., a user clicks a link in an email from his/her desktop, then, later visits the website via mobile or tablet device; we marry those cookies so users have a consistent website experience across devices).
  • The cookies we employ are not essential for the website to function properly. Cookies are used to enhance the user experience on the site through personalization.
  • We use both session cookies and permanent cookies. A session cookie is stored in temporary memory and is not retained after the browser is closed. In some instances we use permanent cookies. A permanent cookie stores itself on the user’s hard drive in order to remember preferences from session to session.
  • Cookies are controlled by the website alone. We do not allow access from a third-party. However, CLA may link to other websites, which do not operate under CLA’s privacy practices. When a user links to other websites, CLA's privacy practices no longer apply.
  • Cookies will not be used for any purpose other than the ones stated in this notice.

With respect to ad servers: We do not partner with or have relationships with any ad server companies.

From time to time, we may use customer information for new, unanticipated uses not previously disclosed in our privacy notice. If our information practices change at some time in the future we will post the policy changes to our website to notify you of these changes. If you are concerned about how your information is used, you should check back at our website periodically.

Customers may prevent their information from being used for purposes other than those for which it was originally collected by emailing us at the above address, writing us at the above address, or contacting us here.

Upon request we offer visitors the ability to have inaccuracies corrected in contact information.

Consumers can have this information corrected by sending us an email at the above address, calling us at the above telephone number, writing to us at the above address, or contacting us here.

With respect to security: We strive to have appropriate security measures in place in our physical facilities to protect against the loss, misuse, or alteration of information that we have collected from you at our site.

If you feel that this site is not following its stated information policy, you may contact us at the above addresses.

Website terms of use

Please read these disclosures and legal terms of use ("Terms") carefully before using this CliftonLarsonAllen LLP and its affiliates ("CliftonLarsonAllen") website ("Site"). By using this Site you indicate that you acknowledge and accept these Terms.

Use of material

CliftonLarsonAllen either owns the intellectual property rights in the underlying HTML, text, images, audio clips, video clips, software, and other content (collectively, the "Material") that is made available to you on this Site, or has obtained the permission of the owner of the intellectual property in such Material to use the Material on this Site. Except as provided in these Terms, CliftonLarsonAllen prohibits the use, redistribution or copying of any Material on this Site without its express written permission.

CliftonLarsonAllen hereby authorizes you to display on your computer, download, and print pages of this website, subject to the following provisions: (i) the copyright notice appears on all such printouts; (ii) the Material will not be altered in any manner; and (iii) the Material is only to be used for personal educational and non-commercial use and will not be redistributed, broadcast, or copied to any other media.

The product names, company names, logo, trademarks, and service marks (collectively, the "Marks") displayed on this Site, are either owned by CliftonLarsonAllen and/or third-party licensors. You are not permitted to use the Marks without the prior written consent of CliftonLarsonAllen or such third party that may own the Marks. Any unauthorized use of any such Marks may be a violation of the rights of CliftonLarsonAllen or a third party. The Site, and the Material contained herein in no way grant any license or right to use any Mark displayed on the Site. Users are prohibited from using the Marks displayed on the Site or the Material or any other content on the Site, except as provided in these Terms.

Disclaimer

The information at this Site has been provided by CliftonLarsonAllen for general information purposes. The Site, and the related Material, do not implicate any client, advisory, fiduciary, or professional relationship between you and CliftonLarsonAllen and neither CliftonLarsonAllen nor any other person is, in connection with the Site and Material, engaged in rendering auditing, accounting, tax, legal, advisory, consulting, or any other professional service or advice. Neither the Site nor the Material on or accessed through the Site should be considered a substitute for your independent investigation and your sound technical business judgment. You should consult with a professional advisor familiar with your particular factual situation for advice or service concerning any specific matters.

Neither Bankers Advisory, a CliftonLarsonAllen LLP Division, nor CliftonLarsenAllen is licensed to practice law, nor does either entity practice law. The Site, and the related Material, is for general guidance purposes and not a substitute for compliance obligations. The reader also is cautioned that this Material may not be applicable to, or suitable for, the reader’s specific circumstances or needs, and may require consultation with counsel if any action is to be contemplated. The reader should contact his or her CliftonLarsonAllen or other professional prior to taking any action based upon this information. CliftonLarsonAllen assumes no obligation to inform the reader of any changes in laws or other factors that could affect the information contained herein.

THE CONTENT OF THIS WEBSITE IS PROVIDED "AS IS" WITHOUT ANY WARRANTIES OF ANY KIND, EITHER EXPRESS OR IMPLIED. TO THE FULLEST EXTENT PERMITTED BY LAW, CLIFTONLARSONALLEN EXPRESSLY DISCLAIMS ALL WARRANTIES, EXPRESS OR IMPLIED INCLUDING, BUT NOT LIMITED TO, ANY WARRANTIES OF MERCHANTABILITY; FITNESS FOR A PARTICULAR PURPOSE; OR NON-INFRINGEMENT OF INTELLECTUAL PROPERTY. ALTHOUGH CLIFTONLARSONALLEN USES REASONABLE EFFORTS TO MAINTAIN THE ACCURACY AND CURRENCY OF THE MATERIAL OF THIS SITE, CLIFTONLARSONALLEN MAKES NO WARRANTIES OR REPRESENTATIONS AS TO ITS ACCURACY OR CURRENCY. THIS SITE MAY CONTAIN TYPOGRAPHICAL ERRORS AND TECHNICAL INACCURACIES. CLIFTONLARSONALLEN ASSUMES NO LIABILITY OR RESPONSIBILITY FOR ANY ERRORS OR OMISSIONS IN THE MATERIAL OF THIS SITE.

Limitation of liability

Neither CliftonLarsonAllen nor any of its affiliates shall be liable for any damages of any kind arising from or in connection with the use of the Site or the Material, including mistakes, omissions, interruptions, deletion of files or email, errors, defects, viruses or delays in operation or transmission, even if CliftonLarsonAllen is expressly advised of the possibility of such damages. This is a comprehensive limitation of liability that applies to all damages of any kind, including compensatory, direct, indirect, punitive, special, incidental or consequential damages, including but not limited to damages for lost profits, loss or inaccuracy of data or loss of revenue.

Links to third-party sites

Links to information on sites other than those operated by, or on behalf of, CliftonLarsonAllen are for your convenience only and are not an endorsement or recommendation of those sites.

General

CliftonLarsonAllen reserves the right to make changes to these Terms from time to time. When using this Site, you should review the current Terms, and privacy policy, to determine if they have been amended since your last visit.

CliftonLarsonAllen is a Minnesota LLP. The Maryland permit number is 39235. The New York permit number is 64508. The North Carolina certificate number is 26858.

Nexia International

CliftonLarsonAllen is a member firm of the “Nexia International” network. Nexia International is a leading worldwide network of independent accounting and consulting firms, providing a comprehensive portfolio of audit, accountancy, tax, and advisory services.

“Nexia International” also refers to the trading name of Nexia International Limited, a company registered in the Isle of Man, which operates the Nexia International network. Company registration number: 53513C. Registered office: 1st floor, Sixty Circular Road, Douglas, Isle of Man, IM1 1SA.

Nexia International Limited does not deliver services in its own name or otherwise. Nexia International Limited and the member firms of the Nexia International network (including those members which trade under a name which includes the word NEXIA) are not part of a worldwide partnership. Nexia International Limited does not accept any responsibility for the commission of any act, or omission to act by, or the liabilities of, any of its members. Each member firm within the Nexia International network is a separate legal entity.

Nexia International Limited does not accept liability for any loss arising from any action taken, or omission, on the basis of the content on this website or any documentation and external links provided. The trade marks NEXIA INTERNATIONAL, NEXIA, and the NEXIA logo are owned by Nexia International Limited and used under license.

References to Nexia or Nexia International are to Nexia International Limited or to the “Nexia International” network of firms, as the context may dictate.