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CLA - Rochester
| 2689 Commerce Drive NW, Suite 201
Rochester, MN 55901 | | (507) 280-2300 |  |
| CLA's 3,600 people are dedicated to helping businesses, governments, nonprofits, and the individuals who own and lead them. From offices coast to caost, our professionals practice in specific industries to deliver audit, tax, consulting, and outsourcing capabilities best aligned with our clients' needs. Integrated wealth advisory services address their personal financial goals, and our international resources help organizations successfully enter and compete in all markets, foreign and domestic. For more information, visit CLAconnect.com. Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC. |
Member Since 2015 |
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CLA - Austin
| 109 N. Main Street Suite 200
PO Box 217
Austin, MN 55912-0217 | | (507) 434-7000 | | Send Email | |
| CLA's 3,600 people are dedicated to helping businesses, governments, nonprofits, and the individuals who own and lead them. From offices coast to caost, our professionals practice in specific industries to deliver audit, tax, consulting, and outsourcing capabilities best aligned with our clients' needs. Integrated wealth advisory services address their personal financial goals, and our international resources help organizations successfully enter and compete in all markets, foreign and domestic. For more information, visit CLAconnect.com. Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC. |
Member Since 2015 |
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CLA - New Ulm
| 108 N. Minnesota Street
New Ulm, MN 56073 | | (507) 253-5200 | | Send Email | |
| CLA's 3,600 people are dedicated to helping businesses, governments, nonprofits, and the individuals who own and lead them. From offices coast to caost, our professionals practice in specific industries to deliver audit, tax, consulting, and outsourcing capabilities best aligned with our clients' needs. Integrated wealth advisory services address their personal financial goals, and our international resources help organizations successfully enter and compete in all markets, foreign and domestic. For more information, visit CLAconnect.com. Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC. |
Member Since 2015 |
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Cambria Mortgage and Title
| At Cambria Mortgage our primary goal is to make it easy for you to finance or refinance your home with innovative mortgage solutions, highly competitive rates, and personal hometown service.
Cambria Mortgage is owned and operated by the same family that brings you industry-leading Cambria countertops. Together, we’re unified in our commitment to providing all our customers with the highest levels of quality and service in everything we do. |
Member Since 2015 |
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CLA - Owatonna
| Leah Cochran | PO Box 586
121 West Bridge Street
Owatonna, MN 55060-0586 | | (507) 446-7100 | |
| CLA's 3,600 people are dedicated to helping businesses, governments, nonprofits, and the individuals who own and lead them. From offices coast to caost, our professionals practice in specific industries to deliver audit, tax, consulting, and outsourcing capabilities best aligned with our clients' needs. Integrated wealth advisory services address their personal financial goals, and our international resources help organizations successfully enter and compete in all markets, foreign and domestic. For more information, visit CLAconnect.com. Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC. |
Member Since 2015 |
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CLA - Mankato
| CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, outsourcing, audit, tax, and consulting services. With more than 6,200 people, 120 U.S. locations, and a global affiliation, we promise to know you and help you. For more information visit CLAconnect.com. Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor. |
Member Since 2007 |
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Matthew B. Brozik, Private Wealth Management
| I am a Retirement, Investment, Estate Planner and owner at Estate & Financial Services in Mankato, MN. My undisputed goal is to help educate my clients. I want them to feel empowered to make decisions to positively impact themselves and their families moving forward.
Our fully independent financial advisory firm specializes in being our client's financial quarterback. It's evident we truly care about our clients because we are willing to take the time necessary to organize their tax, investment & legal lives. |
Member Since 2019 |
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Primerica - Joleen Koenigs
| Our mission is to help families earn more income ad become properly protected, debt free and financially independent. Primerica is a main street company for Main Street Families. We are now the largest financial services marketing firm in North America. |
Member Since 2018 |
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504 Corporation - Rochester
| Dwayne Lee | 1926 College View Road SE
Rochester, MN 55904 | | (507) 288-6442 | |
504 Corporation is a nonprofit organization certified by the U.S. Small Business Administration (SBA) to provide financial assistance to small businesses. As an SBA Certified Development Company, 504 Corporation works with SBA and lenders to deliver the 504 Loan Program to small businesses. The staff also assists businesses with local, state and federal financing programs and provides general business assistance. The 504 loan program's primary goal is to create and retain jobs. In addition to job creation, the program helps to increase the real estate tax base, expand manufacturers, expand rural economies, and assist women, minority, and veteran owned businesses. As a result, the 504 program is focused on growing and promoting economic growth of every community throughout the country.
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Member Since 2022 |
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Corbett & Caperoon Wealth Management
Member Since 2022 |
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Mutual of America Financial Group
| Jared Oxborough | 8300 Norman Center Drive
Suite 1290
Bloomington, MN 55437 | | (612) 540-6948 | |
Since 1945, Mutual of America has specialized in providing small and mid-sized not-for-profit organizations and companies with pension- and retirement-related services, along with leading customer support. We work diligently to understand the needs of plan sponsors. We provide them with competitively priced solutions so they can help their employees achieve their financial planning goals.
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Member Since 2023 |
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Edward Jones - Sander Ludeman
| Full service brokerage firm providing financial services to individual investors at branch offices throughout the Mankato area. |
Member Since 2023 |
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Edward Jones - Kenneth Klooster
| As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals.
Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, we're dedicated to providing you top-notch client service. |
Member Since 2019 |
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Intellicents
| Unlike most advisory firms who just want to work with the wealthiest 1% of Americans, intellicents’ passion is to also help the 99% that compose the core of the American workforce. They most likely are your next-door neighbors, the parents of your kid’s friends that you sit next to at junior high and high school sporting events, your fishing buddy, members of your church, your golf or bowling partners, your book club, and your close friends that you enjoy long walks and conversation with. |
Member Since 2022 |
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504 Corporation
| 504 Corporation is a nonprofit organization certified by the U.S. Small Business Administration (SBA) to provide financial assistance to small businesses. As an SBA Certified Development Company, 504 Corporation works with SBA and lenders to deliver the 504 Loan Program to small businesses. The staff also assists businesses with local, state and federal financing programs and provides general business assistance. The 504 loan program's primary goal is to create and retain jobs. In addition to job creation, the program helps to increase the real estate tax base, expand manufacturers, expand rural economies, and assist women, minority, and veteran owned businesses. As a result, the 504 program is focused on growing and promoting economic growth of every community throughout the country.
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Member Since 2012 |
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Edward Jones - Kenneth Klooster
Member Since 2019 |
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