Your St. Louis Based Team
Midwest BankCentre & CLA
A Powerful Partnership
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COMMUNITY
We believe in building a better community
PERSONAL TOUCH COMES FIRST
We are big, but not too big for the personal touch
PRIVATELY HELD BUSINESSES
We both specialize in helping privately held businesses reach their full potential
Member FDIC
2020 Midwest BankCentre
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WE PROMISE TO KNOW AND HELP YOU
Midwest BankCentre has partnered with CLA (CliftonLarsonAllen LLP) to provide our customers an array of Wealth Management and Financial Advisory Solutions. From helping you manage your business' 401K plan to individual retirement advice, CLA has the experience to help you reach your goals.
Why Have Midwest BankCentre and CLA Partnered?
We've got a lot in common!
CLA is a registered investment advisor and, as such, is required to be a fiduciary for any plan or fiduciary they work with. Not all investment advisors are required to sign on as a fiduciary forthe advice they provide. As a fiduciary, CLA always does what’s in your best interest not only because it’s the right thing to do, but because they are legally required to do so.
Justin S. Fowler
Principal/Senior Wealth Advisor, CFP®
Email Address: Justin.Fowler@CLAconnect.com
Phone Number: 314-925-4380
Daniel Hartmann
Associate Wealth Advisor
Email Address: Daniel.Hartmann@CLAconnect.com
Phone Number: 314-925-4535
Brittany N. Davis
Client Services Coordinator
Michelle Linne Best
Senior Wealth Advisor, CFP®
Email Address: Brittany.Davis@CLAconnect.com
Phone Number: 314-925-4319
Email Address: Michelle.Best@CLAconnect.com
Phone Number: 314-925-4442
1“BrightScope/ICI Defined Contribution Plan Profile: A Close Look at 401(k) Plans, 2016” report, updated annually, using the Department of Labor’s data from Form 5500 filed by each of the approximately 560,000 401(k) plans. 2U.S.News & World Report, “What is a Fiduciary Financial Advisor?” by Coryanne Hicks, March 21, 2018. According to a study by BrightScope. Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC registered investment advisor. Not insured by the FDIC. Not a bank deposit, bank obligation, or guaranteed by the bank. Subject to investment risk, including potential principal loss.
Member FDIC
Member FDIC