Cla Usa Advisory Group, LLC

Cla Usa Advisory Group, LLC (CRD# 167696) is a financial advisory firm headquartered in Frisco, TX. They manage $14,140,035 in 146 accounts and serve the financial needs of clients across 16 states (or territories).

By the Numbers
  • Total Assets Under Management
    14
    MILLION
  • Total Number of Accounts
    146
    ACCOUNTS
  • Average Account Value
    $96,850
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, FL, GA, IL, LA, MI, MN, MO, NC, NJ, OH, OK, OR, PA, TX, WI

Financial Advisors at Cla Usa Advisory Group, LLC
Showing 1 - 10 of 16 top financial advisors.
1
Hubert J. Foster
CRD#: 1461426
Fort Worth, TX
96
Wealthminder
score

Hubert Foster (CRD# 1461426) is an Investment Advisor Representative working at Cla Usa Advisory Group, LLC in Fort Worth, TX and has over 31 years of experience in the finance industry. Hubert Foster has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Christopher O. Brace
CRD#: 1095133
Sunfield, MI
93
Wealthminder
score

Christopher Brace (CRD# 1095133) is an Investment Advisor Representative working at Cla Usa Advisory Group, LLC in Sunfield, MI and has over 34 years of experience in the finance industry.

3
Robert P. Dilabio
CRD#: 1804590
Utica, MI
93
Wealthminder
score

Robert Dilabio (CRD# 1804590) is an Investment Advisor Representative working at Cla Usa Advisory Group, LLC in Utica, MI and has over 29 years of experience in the finance industry.

4
Scott Goodman
CRD#: 1528909
Tucson, AZ
93
Wealthminder
score

Scott Goodman (CRD# 1528909) is an Investment Advisor Representative working at Cla Usa Advisory Group, LLC in Tucson, AZ and has over 17 years of experience in the finance industry.

5
Cory L. Van Camp
CRD#: 4946987
Kimberly, WI
93
Wealthminder
score

Cory Van Camp (CRD# 4946987) is an Investment Advisor Representative working at Cla Usa Advisory Group, LLC in Kimberly, WI and has over 12 years of experience in the finance industry.

6
Albert P. Winn
CRD#: 2540015
68 Briar Ct., Hamburg, NJ 07419
93
Wealthminder
score

Albert Winn (CRD# 2540015) is an Investment Advisor Representative working at Cla Usa Advisory Group, LLC in Hamburg, NJ and has over 6 years of experience in the finance industry.

7
Matthew S. Zajac
CRD#: 2293459
Rochester Hills, MI
93
Wealthminder
score

Matthew Zajac (CRD# 2293459) is an Investment Advisor Representative working at Cla Usa Advisory Group, LLC in Rochester Hills, MI and has over 24 years of experience in the finance industry.

8
Andrew C. Brace
CRD#: 6365633
9356 Shimano Dr, Portland, MI 48875
88
Wealthminder
score

Andrew Brace (CRD# 6365633) is an Investment Advisor Representative working at Cla Usa Advisory Group, LLC in Portland, MI and has over 3 years of experience in the finance industry.

9
Myron R. Gibbons
CRD#: 6485837
Peoria, IL
88
Wealthminder
score

Myron Gibbons (CRD# 6485837) is an Investment Advisor Representative working at Cla Usa Advisory Group, LLC in Peoria, IL and has over 2 years of experience in the finance industry.

10
Thomas G. Vendryes
CRD#: 5310114
Plano, TX
83
Wealthminder
score

Thomas Vendryes (CRD# 5310114) is an Investment Advisor Representative working at Cla Usa Advisory Group, LLC in Plano, TX and has over 10 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.