Mckenna
Makela
Cliftonlarsonallen Wealth Advisors, LLC
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About this Advisor
Mckenna Makela is a financial advisor based in Middleton, Wisconsin, working with Cliftonlarsonallen Wealth Advisors, LLC. Mckenna has previously held positions at Columbus High School, Mullin's Drive In LLC, Paisan's Restaurant, Northwestern Mutual, Cliftonlarsonallen Wealth Advisors, LLC, Edgewood College, and Winona State University. Mckenna has passed the Series 65 regulatory exam and is registered to provide services in Wisconsin. Currently, Mckenna is part of Cliftonlarsonallen Wealth Advisors, LLC, which operates out of Middleton, Wisconsin. The firm has 37 offices and 153 employees. The firm manages assets totaling $8.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Cliftonlarsonallen Wealth Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
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Fee Structure
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Cliftonlarsonallen Wealth Advisors, LLC Brokerage Details
$7,977,801,363
153
19,942
$400,050
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Mckenna Makela Work History
Cliftonlarsonallen Wealth Advisors, LLC
Northwestern Mutual
Northwestern Mutual
Paisan'S Restaurant
Edgewood College
Winona State University
Columbus High School
Mullin'S Drive In LLC
Disclosures
Please visit the SEC profile of Mckenna Makela to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cliftonlarsonallen Wealth Advisors, LLC
Middleton, WI
Minneapolis, MN
Minneapolis, MN
Bellevue, WA
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
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