Profilo
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.
Precedenti posizioni note di Michael Dominic McConnell
| Società | Posizione | Fine |
|---|---|---|
CliftonLarsonAllen Wealth Advisors LLC
 CliftonLarsonAllen Wealth Advisors LLC Investment ManagersFinance CliftonLarsonAllen Wealth Advisors LLC (CLA) is a SEC-registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded as LarsonAllen Financial LLC and is a wholly-owned subsidiary of CliftonLarsonAllen LLP. CLA provides wealth advisory and asset management services to individuals, banks, pension and profit-sharing plans, trusts, estates, charitable organizations, limited liability companies, limited partnerships, unincorporated associations, and corporations. | Gestore di Portafoglio-Azioni | 01/12/2018 |
LarsonAllen Financial LLC
 LarsonAllen Financial LLC Investment ManagersFinance LarsonAllen Financial LLC provides accounting services. It offers assurance, accounting, tax, consulting and advisory services. The firm also offers financial planning, investment advice, risk management and insurance and fixed income management services. The company was founded in 1953 and is headquartered in Minneapolis, MN | Corporate Officer/Principal | 31/12/2011 |
Formazione di Michael Dominic McConnell
| University of Minnesota | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 2 |
|---|---|
LarsonAllen Financial LLC
LarsonAllen Financial LLC Investment ManagersFinance LarsonAllen Financial LLC provides accounting services. It offers assurance, accounting, tax, consulting and advisory services. The firm also offers financial planning, investment advice, risk management and insurance and fixed income management services. The company was founded in 1953 and is headquartered in Minneapolis, MN | Finance |
CliftonLarsonAllen Wealth Advisors LLC
CliftonLarsonAllen Wealth Advisors LLC Investment ManagersFinance CliftonLarsonAllen Wealth Advisors LLC (CLA) is a SEC-registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded as LarsonAllen Financial LLC and is a wholly-owned subsidiary of CliftonLarsonAllen LLP. CLA provides wealth advisory and asset management services to individuals, banks, pension and profit-sharing plans, trusts, estates, charitable organizations, limited liability companies, limited partnerships, unincorporated associations, and corporations. | Finance |
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