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Cfp® Jonathan Meinholz

Principal at CLA (CliftonLarsonAllen)

Jonathan Meinholz is a Certified Financial Planner Professional specializing in investment advisory, asset management, portfolio analysis, goal-based comprehensive financial planning, insurance needs analysis (Life, LTC, Disability), business succession planning, and estate planning. Jonathan studied Certified Financial Planner, Finance, and Financial Management Services at The American College, and Bachelor of Business Administration with a concentration in Business Finance at the University of Wisconsin-Eau Claire. With a wealth of experience, Jonathan has held key positions at CLA (CliftonLarsonAllen) including Principal, Senior Wealth Advisor, Wealth Advisor, and Associate Wealth Advisor. Additionally, Jonathan has worked as a Financial Advisor at Robert W. Baird & Co., Income Tax Specialist & Preparer at Jonathan Meinholz Tax Service, and Member Account Representative at Royal Credit Union.

Cfp® Jonathan Meinholz
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Location

Eau Claire, Wisconsin, United States