CliftonLarsonAllen Wealth Advisors Earn Top Honor
CliftonLarsonAllen Wealth Advisors, Minneapolis team
Back row: Dale Skogstad, Jean Wolfe, Charles Hofstrom, Drew Domeyer, Mike McGraw, Matt Maunu, Sean Huntley, Derek Hicks, Casey Anderson, Mark Lewis, Andy Frye, Ben Winter, Tom Ratelle, Chuck Betz, Cheryl Coombs.
Front row: FIVE Star Wealth Manager John Gustavson, FIVE Star Wealth Manager Tony Hallada, FIVE Star Wealth Manager Nick Houle, FIVE Star Wealth Manager Mike McConnell. Not pictured: John Kightlinger.
Minneapolis — March 26, 2012 — CliftonLarsonAllen Wealth Advisors, LLC, a wholly owned company of CliftonLarsonAllen LLP, is pleased to announce John Gustavson, Tony Hallada, Nicholas Houle, and Michael McConnell have been honored as Five Star Wealth Managers by Twin Cities Business magazine. Less than four percent of wealth managers in the market earn the award.
“I am thrilled to see four of our wealth advisors have been honored with this award and are being recognized for their unique capabilities and commitment in serving the complex needs of our clients,” says Gordy Viere, chief executive officer of CliftonLarsonAllen. “John, Tony, Nick, and Mike are in a category of their own in regards to experience and ability to service high net worth families and closely held business owners.”
Gustavson has more than 25 years of accounting and financial services experience. He specializes in financial planning and investment strategies to high net worth individuals, business owners, and professionals. Gustavson is a CPA, CFP® practitioner, Personal Financial Specialist (PFS), and Chartered Financial Analyst (CFA). He is also a registered investment advisory and securities brokerage representative and a licensed life and health insurance agent.
Hallada has more than 22 years of experience in the financial services industry. He serves as the chief executive officer of CliftonLarsonAllen Wealth Advisors, LLC and as a member of the firm’s investment committee. In his 22 years in the industry, Hallada specialized in investment banking, investment management, and institutional fixed incomes sales. He is a registered investment advisory representative and securities brokerage principal and a licensed life and health insurance agent. Hallada received his bachelor’s degree from the University of Wisconsin – Madison and is a graduate of the University of Minnesota Carlson School of Management Executive Program.
Houle has more than 35 years of accounting and financial services experience. He specializes in financial planning, income and transfer (gift and estate) tax planning, and tax compliance for high net worth individuals and their families. Houle holds a Master of Taxation degree and is a CPA, CFP® practitioner, and PFS.
McConnell has more than 35 years of experience in public accounting and serving business owners, families, and individuals in managing their wealth. His focus has been in providing investment management, estate planning, financial planning, insurance solutions, business succession planning, and sell-side investment banking services. He is a CPA and CFP® practitioner and is also a registered investment advisory representative, securities brokerage principal, and a licensed life and health insurance agent.
Nominees of the Five Star Wealth Manager award were identified through research conducted with peers and firms, including a survey conducted by Five Star Professional. Nominated wealth managers who fulfilled evaluation criteria – such as client retention rates, credentials, minimum five years experience, and favorable regulatory and complaint history review – were named 2012 Five Star Wealth Managers.
About CliftonLarsonAllen Wealth Advisors, LLC
CliftonLarsonAllen Wealth Advisors, LLC, an SEC Registered Investment Advisor, offers private wealth advisory services, including asset management and investment planning; strategic 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; and employee benefit plan design, compliance, and consulting. The national wealth advisory practice is among the top five in the accounting profession with approximately 100 professionals who advise or consult on nearly $3 billion in total client assets. CliftonLarsonAllen Wealth Advisors, LLC is a wholly owned company of CliftonLarsonAllen LLP, one of the nation’s top 10 certified public accounting and consulting firms delivering assurance, tax, and advisory capabilities.
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.