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Perfil
Mr. Michael D.
McConnell, CPA, is Partner at CliftonLarsonAllen Wealth Advisors LLC.
He has over 35 years of experience in public accounting and wealth advisory for business owners, families, and individuals.
He specializes in business succession planning, financial planning, estate planning, investment management, life and health insurance, benefit plans, and mergers and acquisitions.
Mr. McConnell was previously employed as Partner by LarsonAllen Financial LLC.
He received his undergraduate degree from the University of Minnesota.
Antiguos cargos conocidos de Michael Dominic McConnell.
| Empresas | Cargo | Fin |
|---|---|---|
CliftonLarsonAllen Wealth Advisors LLC
 CliftonLarsonAllen Wealth Advisors LLC Investment ManagersFinance CLA formulates investment advice and manages client assets using Strategic Asset Allocation policies. The firm uses both actively managed and passive investment vehicles to implement strategies. Each client portfolio is managed with a mix of various asset classes. Products generally consist of ETFs, open-end funds, closed-end funds and individual securities to meet the objectives of each portfolio. | Gestor de Cartera-Acciones | 01/12/2018 |
LarsonAllen Financial LLC
 LarsonAllen Financial LLC Investment ManagersFinance Provides accounting services | Corporate Officer/Principal | 31/12/2011 |
Formación de Michael Dominic McConnell.
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
91
Relaciones de 1er grado
3
Empresas vinculadas al 1er grado
Hombre
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Empresas relacionadas
| Empresas privadas | 3 |
|---|---|
LarsonAllen Financial LLC
LarsonAllen Financial LLC Investment ManagersFinance Provides accounting services | Finance |
University of Minnesota
 University of Minnesota Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
CliftonLarsonAllen Wealth Advisors LLC
CliftonLarsonAllen Wealth Advisors LLC Investment ManagersFinance CLA formulates investment advice and manages client assets using Strategic Asset Allocation policies. The firm uses both actively managed and passive investment vehicles to implement strategies. Each client portfolio is managed with a mix of various asset classes. Products generally consist of ETFs, open-end funds, closed-end funds and individual securities to meet the objectives of each portfolio. | Finance |
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