John Urosevich

CLA Wealth Advisors’ new chief operating officer, John Urosevich, brings more than 15 years of financial industry experience to the wealth advisory practice.

CLA happenings

CLA Wealth Advisors Adds Urosevich as COO

  • 11/10/2014

Minneapolis — November 10, 2014 — CliftonLarsonAllen Wealth Advisors, LLC (CLA Wealth Advisors), a wholly owned company of CliftonLarsonAllen LLP, is pleased to announce the addition of John R. Urosevich as its new chief operating officer (COO). He will be based in Minneapolis, where he will lead day-to-day operations and the development and implementation of infrastructure systems, processes, and technology designed to accommodate the rapid growth of the wealth advisory practice. Urosevich comes from Denver-based Janus Capital Group, where he served in various operational leadership roles.

“We are excited to have John on our team. With his experience in the financial services industry, he’ll help us broaden client offerings, streamline operations, and postion our practice for growth,” says Tony Hallada, CEO, CLA Wealth Advisors.

In his 16 years with Janus, Urosevich held a number of operational positions, including vice president for business intelligence and reporting, assistant vice president for U.S. distribution business intelligence, and director for global institutional business intelligence. He also has sales and client service experience with John Hancock Financial and Templeton Portfolio Advisory. He is Financial Industry Regulatory Authority (FINRA) Series 7 licensed.

“CLA Wealth Advisors' strategy, client focus, and commitment to private business owners are unique and important as goals-based financial planning products and services continue to evolve,” says Urosevich. “I am energized by CLA’s talented and dedicated leadership team, the deep knowledge of the wealth advisors, and the innovative support staff. I’m looking forward to expanding operations, furthering growth, and providing a world class client experience.”

Urosevich grew up in Omaha, Nebraska, and now lives with his wife, Rachel, and three children in Highlands Ranch, Colorado. The family will be relocating to Minnesota in early 2015. He holds a master’s in business administration from Regis University in Denver, and a bachelor’s degree in political science and history from Gustavus Adolphus College in St. Peter, Minnesota.

About CliftonLarsonAllen Wealth Advisors, LLC

CliftonLarsonAllen Wealth Advisors, LLC (CLA Wealth Advisors), an SEC-registered investment advisor, offers private wealth advisory services, including wealth management and investment planning; financial and retirement planning; estate, gift, and income tax planning; divorce financial planning; business succession planning; sell-side representation of mergers and acquisitions; insurance and risk management; employer-sponsored benefit plan design, compliance, and consulting; and investment consulting for endowments and foundations. The national wealth advisory practice consists of approximately 100 professionals who advise or consult on roughly $3.9 billion in total client assets. According to Accounting Today’s 2014 “Wealth Magnets” report, CLA Wealth Advisors is ranked fourth in the billion dollar club based on assets under management (AUM). This publication reviews wealth managers affiliated with CPA firms.

CliftonLarsonAllen Wealth Advisors, LLC is a wholly owned subsidiary of CliftonLarsonAllen LLP.

About CLA

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.