Allison Held

BizOps Chief Financial Officer
CLA Milwaukee (Wauwatosa)

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Held, Allison

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414-238-6804

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CLA Milwaukee (Wauwatosa)

10401 West Innovation Drive

Suite 300

Wauwatosa, WI 53226

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CliftonLarsonAllen Wealth Advisors, LLC disclaimers

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

CliftonLarsonAllen is a Minnesota LLP, with more than 120 locations across the United States. The Minnesota certificate number is 00963. The California license number is 7083. The Maryland permit number is 39235. The New York permit number is 64508. The North Carolina certificate number is 26858. If you have questions regarding individual license information, please contact Elizabeth Spencer.

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