Career history of Chuck Betz
Former positions of Chuck Betz
| Companies | Position | Start | 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 | 2003-01-31 | 2021-01-03 |
| Investment Committee Member | 2003-01-31 | 2021-01-03 | |
| Portfolio Manager-Equities | 2003-01-31 | 2021-01-03 |
Training of Chuck Betz
| University of Minnesota | Undergraduate Degree |
Statistics
International
| United States | 3 |
Operational
| Director of Finance/CFO | 1 |
| Investment Committee Member | 1 |
| Portfolio Manager-Equities | 1 |
Sectoral
| Finance | 2 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
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 |
- Stock Market
- Insiders
- Chuck Betz
- Experience
