CLA USA, Inc
Frisco, TX
We have found contact information containing phone numbers and email addresses for Cla Usa. Cla Usa operates in the Financial Services, Professional, Scientific and Techincal Servies, Other Professional/Scientific/Technical Services, Insurance Agent/Broker, and Insurance Companies industry and is located at 9300 Wade Blvd, Frisco, TX 75035. The company uses products and components, such as Estate Management and Property Law. The company operates in the following fields: Retirement Planning, Estate Planning, Asset Preservation, and Income Planning. Charles A Loper Jr currently works in Cla Usa. The company was founded on 9/8/2009.
Company Details
Last Update
Jul 14, 2022
Doing business as
CLA Estate Services Inc
CLA Estate Services, Inc. (Headquarters)
CLA USA, Inc
CLA Estate Planning Services, CLA USA, Inc
Location
9300 Wade Blvd, Frisco, TX 75035
120 Madeira NE, Albuquerque, NM 87108
5400 Big Tyler Rd, Charleston, WV 25313
National Corporate Research, Charleston, WV 25311
Phone
(***) ***-6848
(***) ***-0888
(***) ***-3245
(***) ***-5000
Industry
Financial Services
Professional, Scientific and Techincal Servies
Other Professional/Scientific/Technical Services
Insurance Agent/Broker
Category
Estate Planning & Management
Insurance Services
Financial Planning Consultants
Estate Planning Management Companies
Specialties
Retirement Planning
Estate Planning
Asset Preservation
Income Planning
Founded
1984
Number of Employee
51-200 employees
Products
Estate Management
Property Law
SIC
6411 - Insurance Agents, Brokers, and Service
NAICS
524 - Insurance Carriers and Related Activities
Site
Decision Makers
Charles Lopere
Director
Jeb Bradshaw
President, CLA USA, President Of CLA USA, Inc.
Chris Conger
Vice President
Steve Morgan
Director , Vice President, Director
Larry Davisson
Executive Vice President
Employees
Jesse Tyree
Owner
Tim Mueller
Vice President Of Client Engagement
Cherylynn Brimberry
Business Owner
David R Quisenberry
Regional Sales Director
Benjamin Huggin
President, Sovereign Asset Management
Sergio Pengel
Co-Founder
Edmund Cabana
Chief Financial Officer - Managing Member
Keith Bartlett
Voluntary Sales Director
Angela Flaherty
Recruiting Supervisor
Jeremy D Shipp
Managing Partner, Investment Advisor Representative
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