linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Karla Kay Dalton

Cliftonlarsonallen Wealth Advisors, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Karla? Claim Your Profile

About Karla Kay Dalton

Karla Dalton is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC. Karla has over 25 years of experience in the financial services industry. Karla specializes in providing financial planning, portfolio management and other investment advisory services to individuals, families, businesses, and retirement plans. Karla is registered with the state of Iowa and holds the Series 6, Series 63 and SIE licenses.

Firm Information

Karla Dalton is currently registered with Cliftonlarsonallen Wealth Advisors, LLC. CliftonLarsonAllen Wealth Advisors, LLC is a Limited Liability Company headquartered in Minneapolis, Minnesota. Formed in February 1995, the firm offers a wide range of financial advisory services, including financial planning, pension consulting, and educational seminars. They serve a diverse clientele, including high-net-worth individuals, corporations, and pension plans. The firm is registered with the Securities and Exchange Commission and has a strong track record of providing personalized and comprehensive financial advice. They manage approximately $7.98 billion in assets across 19,942 accounts.
Cliftonlarsonallen Wealth Advisors, LLC

220 SOUTH 6TH STREET

MINNEAPOLIS, MN 55402-1418

$7.98B

Assets Under Management

747

Total Clients

101

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Karla Dalton’s Registration & Firm History

IA

10/26/2012 - Present

Cliftonlarsonallen Wealth Advisors, LLC (CEDAR RAPIDS IA)

IA

02/14/2007 - 10/26/2012

CG BROKERAGE L.L.C. (CEDAR RAPIDS IA)

NY

07/09/2002 - 12/31/2005

CADARET, GRANT & CO., INC. (SYRACUSE NY)

TX

02/18/1998 - 07/08/2002

FISERV INVESTOR SERVICES, INC. (HOUSTON TX)

IA

07/15/1994 - 02/18/1998

AEGON USA SECURITIES INC. (CEDAR RAPIDS IA)

Not sure if Karla Kay Dalton is right for you?

Licenses & Designations

BC

Issued 11/15/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/14/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Karla Kay Dalton.
Not sure if Karla Kay Dalton is right for you?