Mckenna Makela
Investment adviser representative at Cliftonlarsonallen Wealth Advisors, LLC
10 yearsExperience
1 stateRegistered in
$14.4BFirm assets
26 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Cliftonlarsonallen Wealth Advisors, LLCNov 2023 to now
- Northwestern MutualNov 2020 to Nov 2023
- Paisan's RestaurantJan 2017 to Nov 2020
- Edgewood CollegeAug 2016 to Jan 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (WI).
Cliftonlarsonallen Wealth Advisors, LLC
$14.4BAssets managed
7,354Clients
99Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7315041
- Firm CRD
- 38357