Independent financial advisors in Wisconsin

CliftonLarsonAllen LLP: Bennett Kathryn L CPA is a reputable accounting and finance institution located at 10401 West Innovation Drive in Wauwatosa, Wisconsin, United States. They offer investment advisory services through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor. As a member of CLA Global, an international organization of independent accounting and advisory firms, CLA (CliftonLarsonAllen LLP) operates as an independent legal entity. Please note that CLA Global Limited, a UK private company limited by guarantee, does not provide accountancy services or practice to clients. CLA (CliftonLarsonAllen LLP) is solely responsible for its own actions and is not liable for other member firms within CLA Global Limited. The institution operates under the names "CLA Global" and "CliftonLarsonAllen" under license.

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