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Amy J. Clark

Advisor at Fidelity — De Soto, KS

Updated today

Credentials

Series 66

Experience

10 years

Location

De Soto, KS

Fidelity logo

Fidelity

Institution

Total advisors

17,021

Across 1,875 offices

Clients per advisor

140 Very High

Avg AUM per client

$234,793 Very Low

HNW client ratio

31% High

About

Amy Clark is a Series 66 licensed financial advisor with 10 years of industry experience. She has worked at Morgan Stanley and Bowersock Capital Partners before joining Fidelity in 2026. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Client services

Based on Fidelity

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops Provider of model portfolios

Expertise

Based on Fidelity

Charitable giving & philanthropy Active portfolio management

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Location

See office

De Soto, KS

De Soto KS

Advisors at this office

1

Most active in

Kansas · Texas

Work history

10 years of industry experience

FIdelity Investments

2026 - Present • 1 year

Jefferson City, MO

UnEMPLOYED

2026 - 2026 • 1 year

Berryton, KS

Bowersock Capital Partners

2020 - 2026 • 6 years

Lawrence, KS

Morgan Stanley

2014 - 2020 • 6 years

Lawrence, KS

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Andrew H

CFP®, Series 66, Series 7, CFS®

Overland Park, KS

OSAIC

Andrew Hadel is a CFP® with 16 years of industry experience, currently affiliated with OSAIC since 2024. He previously worked at LPL Financial and Woodbury Financial Services, Inc., and has operated Hadel Financial, providing life insurance and business continuation strategies since 2009. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by advanced portfolio management tools and access to multiple custodial platforms.

Wealth management Retirement income strategy Tax strategies for small businesses Business succession planning Inherited wealth Retired Executive Doctor or Medical Professional Engineering Professional Founder/Business Owner Approaching retirement Established Professionals Retired Baby Boomers (Born 1946-1964) Gen X (Born 1965-1980)
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John C

CFP®, Series 63, Series 65

Lenexa, KS

Chladek Wealth Management, LLC

John Chladek is a CFP® with 20 years of industry experience and has been the sole advisor at Chladek Wealth Management, LLC since 2009. Based in Lenexa, KS, he holds Series 63 and Series 65 licenses. Chladek Wealth Management is an independent advisory firm serving individual and high-net-worth clients with financial planning and discretionary investment management. The firm employs modern portfolio theory and fundamental security analysis to create diversified, risk-based portfolios primarily using no-load mutual funds and ETFs, and offers both one-time and ongoing planning engagements.

General retirement planning Charitable giving tax strategies Cash flow / budgeting
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Mark F

Series 63, Series 65

Eudora, KS

Tradewinds Investment Advisors, LLC

Mark Ferguson is the sole advisor at Tradewinds Investment Advisors, LLC, an independent firm based in Eudora, KS. He holds Series 63 and Series 65 licenses and has 12 years of industry experience. Prior to focusing on investment advising, he worked for 16 years in the St. Michael - Albertville Public School District and continues to serve as a substitute teacher in a local public school district. Tradewinds Investment Advisors provides separate-account investment management to individuals, trusts, and institutional clients such as pension plans and foundations. The firm’s investment approach centers on asset allocation and diversification tailored to client needs, utilizing fundamental and technical analysis to manage portfolios that include equities, fixed income, mutual funds, ETFs, and options.

Active portfolio management Options & derivatives strategies Concentrated stock management
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Anthony F

Series 65

Overland Park, KS

Fortino Wealth Management, LLC

Anthony Fortino is a financial advisor at Fortino Wealth Management, LLC, holding a Series 65 designation with several years of industry experience including roles at Five Elms Capital, Country Club Financial Services, Inc., and Jahani and Associates. He has also operated his own accounting services firm since 2017. Prior to his financial career, he worked in the touring production of a Broadway musical. Fortino Wealth Management provides discretionary and non-discretionary portfolio management, investment advice, and project-oriented financial planning to individuals, families, and businesses. The firm employs a globally diversified investment approach based on modern portfolio theory and offers fixed-fee financial planning alongside asset-based advisory services.

General retirement planning
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Dustin I

Series 66

Olathe, KS

Irish Capital LLC

Dustin Irish is a financial advisor at Irish Capital LLC with a Series 66 designation and four years of industry experience. Prior to founding Irish Capital, he worked at MML Investors Services, LLC and MassMutual Life Insurance Co. He serves as a board member for the nonprofit Friends of Infant Toddler Services and works as a stagehand for the Kansas City Chiefs. Irish Capital provides discretionary wealth management and financial planning to individual and high-net-worth clients, focusing on portfolios primarily composed of ETFs and low-cost mutual funds with occasional use of individual stocks and options. The firm employs a fundamental, long-term investment approach with strategic asset allocation adjusted as client needs or market conditions change.

Options & derivatives strategies Concentrated stock management
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William J

Series 66

Shawnee, KS

Comprehensive Wealth Planning, LLC

William Jenkins is a financial advisor at Comprehensive Wealth Planning, LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including Moneta Group Investment Advisors, Lewer Financial Advisors, and MassMutual Life Insurance. In addition to his advisory work, Jenkins is a licensed attorney practicing business and estate planning through his own firm, Jenkins Legal, LLC. Comprehensive Wealth Planning, LLC is an independent, state-registered advisory firm that serves individual and high-net-worth clients, as well as businesses and institutional entities. The firm focuses on retirement planning and offers discretionary management with tailored asset allocations, ongoing supervision, and financial planning services provided either as part of asset management or separately.

General retirement planning Social Security optimization Retirement income strategy Medicare planning Business succession planning Attorney Founder/Business Owner
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