About Clark Wealth Partners, LLC
At Clark Wealth Partners our focus is on helping our clients create balance - enjoy life now while preparing for a meaningful future. We are your financial advocate. We quarterback your larger financial picture to maximize efficiency and financial freedom. Step outside the box of traditional wealth management and start living today.
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General Information
Firm Start Year
2022
No. of Employees
2-4
Firm CRD#
321757
Insurance License#
5073579
Name of Custodial Firm
Charles Schwab
States Licensed in
IL, MO, FL, TX, NE
Years of Experience in Financial Services
19
Number of Years with Current Firm
1
Work Experience
08/2022 - Present: Founder | CEO of Clark Wealth Partners, LLC 07/2016 - 07/2022: Partner | Senior Wealth Advisor at Visionary Wealth Advisors 01/2007 - 06/2016: Senior Vice President of Investments at The Mutual Fund Store 05/2003 - 12/2006: Investment Representative at Edward Jones
Work with the following types of clients
Investment Clubs, Businesses, Individual Investors, Non-Profit Organizations
Foreign Languages Serviced
English
Advisory Services Provided
Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Education Funding and Planning, Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning
Compliance
Registered Investment Advisor
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Securities Licenses
Series 65
Insurance and Annuity Licenses
Long Term Care, Life, Health, Annuity, Accident, Casualty, Property, Disability
Firm Information
Firm's Number of Clients
250
Firm's Number of Planning Clients
250
Firm's Number of Managed Clients
250
Assets Managed by Firm
150000000
Advisor's Number of Clients
250
Advisor's Number of Managed Clients
250
Advisor's Number of Planning Clients
250
Assets Managed by Advisor
$150000000
Compensation and Fees
Fee Structure
Fee-Based
Minimum Portfolio Size for New Managed Accounts
$50000
Compensation Methods
Based on Assets
Fee % Based on Assets
0.40-1.25%
Hourly Rate
$0
Minimum Fee Charged for Managed Accounts
$0
Minimum Fee Charged for Hourly Planning Accounts
$0
Education
Bachelor of Arts - Finance
Lindenwood University
09/01/1998 -06/01/2002
Disclosures
Additional Detailed Disclosures
https://www.financialplanners.net/disclosure/1890840/financialplanners-Clark-Wealth-Partners,-LLC-detailed-disclosure.html