Clark Wealth Partners LLC- Financial Advisor Ofallon, IL

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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.

See Disclosures

General Information

Firm Start Year

2022

No. of Employees

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

Number of Years with Current Firm

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

Acknowledged fiduciary

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

Firm's Number of Planning Clients

Firm's Number of Managed Clients

Assets Managed by Firm

150000000

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

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

Minimum Fee Charged for Managed Accounts

Minimum Fee Charged for Hourly Planning Accounts

Education

Bachelor of Arts - Finance

Lindenwood University
09/01/1998 -06/01/2002

Disclosures

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Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1890840/paladinregistry-Clark-Wealth-Partners,-LLC-detailed-disclosure.html

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Paladin Research Report For:

Clark Wealth Partners, LLC