Tony R. Hallada
Managing Principal @CLA (CliftonLarsonAllen)
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WORK HISTORY
Managing Principal @CLA (CliftonLarsonAllen)
Minneapolis, MN, US
CliftonLarsonAllen Wealth Advisors, LLC (CLA Wealth Advisors), an SEC-registered investment advisor, offers private wealth advisory services, including wealth management and investment planning; financial and retirement planning; estate, gift, and income tax planning; divorce financial planning; business succession planning; sell-side representation of mergers and acquisitions; insurance and risk management; employer-sponsored benefit plan design, compliance, and consulting; and investment consulting for endowments and foundations. CliftonLarsonAllen Wealth Advisors, LLC is a wholly owned subsidiary of CliftonLarsonAllen LLP.
EDUCATION
UMN Carlson School of Management
Master of Business Administration - MBA, Business Administration and Management, General
University of Wisconsin-Madison
Bachelor of Science - BS, Accounting and Finance
University of Wisconsin-Madison
Bachelor of Science - BS
University of Wisconsin-Madison
Bachelor of Science - BS, Business, Management, Marketing, and Related Support Services
UMN Carlson School of Management
Executive Management Program, Executive Leadership
SKILLS
ABOUT TONY R. HALLADA
Broad range of experience over 35 years of experience in the financial services industry, including investment banking, investment management, and institutional fixed income sales.Accredited Investment Fiduciary®, holds FINRA Series 7, 63, 65, and 24 licenses, and holds Minnesota Life and Health Insurance licenses.
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