Bio
Mark Fenlon, CFA
CLA Wealth Advisors, LLC
Principal 612-376-4534
Minneapolis, Minnesota mark.fenlon@claconnect.com
Profile
Mark Fenlon is a principal with CliftonLarsonAllen Wealth Advisors specializing in financial planning and portfolio management.
Technical experience
Mark has more than 40 years of experience delivering financial planning and wealth advisory services to a wide variety of clients, including individuals, institutions, and businesses of all sizes. He skillfully offers advice in even the most complex and difficult financial environments to help clients plan and evaluate their present and future goals and objectives. Mark utilizes and integrated approach using internal experts in the areas of tax and estate planning that help formulate a solid ever-changing financial plan for the client. His past experience, through many major market cycles, gives him the expertise to guide clients through the most difficult and uncertain times in the market.
Education and professional involvement
• Bachelor of Science in business administration and mathematics, Holy Family College, Manitowoc, Wisconsin
• Chartered Financial Analyst
• Association for Investment Management and Research
• Minneapolis Investment Analysts Society
Civic organizations (Previous)
• Holy Family College, Board of Trustees
• Red Cross Outagamie County, Board of Trustees
• Zoological Society of Milwaukee, member
• Ganerosity – WI, Treasurer
