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Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.
BA in Accounting and Legal Studies in Business from The University of St. Thomas, St. Paul MN - 2006 Graduate School of Banking - Boulder, CO - 2014
Joshua Juergensen is a principal with CLA. He works with banks and credit unions nationwide, managing audit engagements, directors’ exams, external loan file reviews, internal audits, and other consulting services.
Joshua also contributes to CLA’s financial institutions blog.