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Tatum U
CFP®, Series 66
Appleton, WI
CliftonLarsonAllen Wealth Advisors, LLC
Tatum Uecke is a CFP® and Series 66 credentialed financial advisor with nine years of industry experience. She has been with CliftonLarsonAllen Wealth Advisors, LLC since 2019 and previously worked at Hantz Financial Services from 2015 to 2019. CliftonLarsonAllen Wealth Advisors serves individuals, corporate and institutional clients, and qualified retirement plans by providing wealth advisory, asset management, financial and estate planning, and business succession consulting. The firm employs a strategic asset allocation approach through model portfolios and integrates advisory services with multidisciplinary planning involving tax, estate, and risk professionals.
Andrew H
CFP®, Series 63, Series 66
Appleton, WI
CliftonLarsonAllen Wealth Advisors, LLC
Andrew Hengst is a CFP® professional with 28 years of industry experience, currently serving at CliftonLarsonAllen Wealth Advisors, LLC since 2012. He holds Series 63 and Series 66 licenses and is based in Appleton, WI. CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services to a diverse client base, including individuals, high-net-worth households, pension plans, corporations, and charitable organizations. The firm employs a strategic asset allocation approach using model portfolios with mutual funds and ETFs, and integrates wealth, tax, estate, and insurance professionals to coordinate comprehensive planning.
Christopher M
CFA®, Series 65, Series 63
Appleton, WI
CliftonLarsonAllen Wealth Advisors, LLC
Christopher Moss is a CFA® charterholder with over 31 years of experience in the financial industry. He is a principal at CliftonLarsonAllen LLP and has been with CliftonLarsonAllen Wealth Advisors, LLC since 2012. Based in Appleton, WI, he holds the Series 65 and Series 63 licenses. CliftonLarsonAllen Wealth Advisors serves individuals, corporate and institutional clients, and qualified retirement plans by providing wealth advisory, asset management, financial and estate planning, and business succession consulting. The firm combines fiduciary RIA services with broker-dealer and insurance activities, delivering investment solutions through strategic asset allocation and multidisciplinary planning supported by its parent firm’s professionals.
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