Meet your evolving needs with three integrated business lines in one professional services firm.

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

Chuck Betz

  • Managing Principal of Wealth Advisory
  • CLA Minneapolis
  • CliftonLarsonAllen Wealth Advisors, LLC


University of Minnesota (B.S. - Accounting) CPA - Certified Public Accountant CFP - Certified Financial Planner CFA - Chartered Financial Analyst


Wealth Management Investment Management

Upcoming speaking engagements

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Resources and event materials

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In the community

Church Involvement - Treasurer; Resource Committee; Ministry Safety Team Prior involvement in local non-profits as board member