Profiel
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.
Eerdere bekende functies van Michael Dominic McConnell
| Bedrijven | Functie | Einde |
|---|---|---|
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. | Portefeuillebeheerder-Aandelen | 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 |
Opleiding van Michael Dominic McConnell
| University of Minnesota | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 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 |
