Middleton, WI Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
CliftonLarsonAllen Wealth Advisors, LLC
Multi-team
Firm-wide stats for CliftonLarsonAllen Wealth Advisors, LLC
About
CliftonLarsonAllen Wealth Advisors serves individuals (including high-net-worth clients), corporate and institutional clients, and qualified retirement plans, providing wealth advisory and asset management services on both a discretionary and non-discretionary basis, financial and estate planning, business succession consulting, and plan-level services such as Investment Objective Statements and participant education. The firm is also registered as a broker-dealer and licensed as an insurance agency, and its brochure discloses brokerage activity related to DSTs, directly held mutual funds, 529 plans, and the sale of fixed and variable insurance and annuity products, while marketing investment banking and placement services under the trade name CLA Meridian Capital.
Investment implementation centers on strategic asset allocation delivered through firm-constructed model portfolios overseen by an Investment Committee, supplemented by third‑party managed programs, mutual funds, ETFs and selective private placements; the firm uses both long-term buy-and-hold and tactical allocation elements and conducts periodic client reviews and annual verification of objectives. CLA integrates advisory work with multidisciplinary planning via its Private Client Services model, drawing on tax, estate, risk and other professionals at its parent CliftonLarsonAllen LLP to tailor Investment Objective Statements and coordinate implementation.
Distinctive aspects noted in the brochure include the firm’s combination of RIA fiduciary services with direct broker-dealer and insurance activities and a newly expanded investment banking/placement capability (CLA Meridian Capital), which results in additional compensation arrangements such as placement, due-diligence, and fund-monitoring fees that the firm discloses. The brochure also describes affiliated relationships with CliftonLarsonAllen LLP (including fund administration and consulting services), the firm’s revised discretionary compensation practices, and supervisory and disclosure processes the firm uses to address the conflicts those affiliations can create.
Expertise
Location
8215 Greenway Blvd., Suite 600
Middleton WI 53562
Advisors at this office
4
Advisors at this office
Sarah J
Series 63, Series 65
Middleton, WI
CliftonLarsonAllen Wealth Advisors, LLC
Sarah Jensen is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC with 17 years of industry experience. She holds the Series 63 and Series 65 designations and has been with CliftonLarsonAllen Wealth Advisors since 2012. CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services to a diverse client base, including individuals, high-net-worth households, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a strategic asset allocation approach using model portfolios with mutual funds and ETFs, combining active and passive strategies, and integrates wealth, tax, estate, and insurance professionals to coordinate comprehensive planning.
Mc Kenna M
Series 65
Middleton, WI
CliftonLarsonAllen Wealth Advisors, LLC
Mc Kenna Makela is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC with two years of industry experience. Makela holds a Series 65 designation and previously worked at Northwestern Mutual from 2020 to 2023. Prior to entering the financial industry, Makela has experience in the restaurant business and academic settings. CliftonLarsonAllen Wealth Advisors serves individual, corporate, and institutional clients with wealth advisory, asset management, financial and estate planning, and business succession consulting. The firm utilizes a blend of discretionary and non-discretionary services, strategic asset allocation with model portfolios, and integrates multidisciplinary planning through its affiliation with CliftonLarsonAllen LLP.
Kaitlyn F
Series 63, Series 65
Middleton, WI
CliftonLarsonAllen Wealth Advisors, LLC
Kaitlyn Friant is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC in Middleton, WI. She holds Series 63 and Series 65 licenses and has seven years of industry experience. Prior to joining CliftonLarsonAllen in 2017, she worked at Kohl's and Capital Wealth Advisory Group and was affiliated with the University of Wisconsin Madison School of Human Ecology. CliftonLarsonAllen Wealth Advisors serves individuals, including high-net-worth clients, as well as corporate and institutional clients and qualified retirement plans. The firm provides wealth advisory and asset management services, combining RIA fiduciary services with broker-dealer and insurance activities, and employs a strategic asset allocation approach supported by model portfolios and multidisciplinary planning through its parent firm.
Timothy L
Series 63, Series 65
Middleton, WI
CliftonLarsonAllen Wealth Advisors, LLC
Timothy Luchsinger is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC in Middleton, WI. He holds Series 63 and Series 65 licenses and has 18 years of industry experience, including 14 years at CliftonLarsonAllen. CliftonLarsonAllen Wealth Advisors, LLC provides wealth advisory and asset management services to individuals, high-net-worth households, pension and profit-sharing plans, corporations, and charitable organizations. The firm emphasizes strategic asset allocation through model portfolios combining mutual funds and ETFs, and integrates wealth, tax, estate, and insurance professionals to coordinate comprehensive planning.
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