CLA Wealth Advisors Adds Collins as Midwest Manager of Retirement Plans
CliftonLarsonAllen Wealth Advisors, LLC (CLA Wealth Advisors), a wholly owned subsidiary of CliftonLarsonAllen LLP, is pleased to announce the addition of Colman Collins as the new manager of retirement plan sales and service for the Midwest Region.
Collins will be responsible for assisting CLA LLP principals, directors, wealth advisors, and staff with selling and servicing qualified retirement plans. CLA’s retirement planning team designs plans to assist in positioning employees for long-term financial stability, while giving companies a distinct advantage in attracting and retaining talent.
“We are very excited to have Colman join our team at CLA,” states Bryon Reinhart, managing principal of the Minneapolis office. “His extensive experience in delivering retirement plan services will greatly enhance our ability to continue to serve our clients seamlessly and add value to those trusted relationships in our private sector practice.”
Prior to joining CLA, Collins was managing partner at The KNW Group and a vice president in the retirement division at Fidelity. He holds a Series 7 (General Securities Representative), Series 63 (Uniform Securities Agent State Law Exam), and Series 65 (Uniform Investment Adviser Law Exam) registrations, as well as life, health, and variable annuity insurance licenses in a number of states. Collins graduated with a bachelors degree from Lake Forest College.
“Colman elevates our presence in this region related to retirement plan services,” Reinhart remarks. “His strong history of growth and client service reinforces our commitment to deliver on the CLA Promise with all of our clients.”
CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, outsourcing, audit, tax, and consulting services. With more than 6,200 people, 120 U.S. locations and a global affiliation, we promise to know you and help you. Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.