Chuck Betz

Finance

Consumer Services

Profile

Charles Curtis Betz worked as a Principal at CliftonLarsonAllen Wealth Advisors LLC from 2003 to 2021.
Prior to that, he obtained an undergraduate degree from the University of Minnesota.

Former positions of Chuck Betz

Companies	Position	End
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.	Director of Finance/CFO	2021-01-03

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Training of Chuck Betz

University of Minnesota

Undergraduate Degree

Experiences
Positions held

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Inactive

Listed companies

Private companies

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Connections

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Linked companies

Private companies	1
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