Clayton Bland
Chief Executive Officer at CliftonLarsonAllen Wealth Advisors LLC
Profile
Mr. William C.
Bland is a Chief Executive Officer at CliftonLarsonAllen Wealth Advisors LLC.
He has over 20 years of experience in the financial services industry.
He began his career with J.P.
Morgan in 1999 working in the firms Century City office in Southern California.
he was a member of the Investment Banking Private Client Services Team that specialized in helping the firm’s corporate executive clients.
During his 10 years in Los Angeles, he worked on a broad spectrum of actionable ideas serving high net worth individuals.
In 2008, he transitioned to Seattle to open the J.P.
Morgan Securities offices in the Northwest.
He received his undergraduate degree from the University of California.
Clayton Bland active positions
Companies | Position | Start |
---|---|---|
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. | Chief Executive Officer | 2019-12-31 |
Training of Clayton Bland
University of California | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
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
- Clayton Bland