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Henry V

Series 65

Bloomington, IL

ARK Advisors LLC

Henry Vance is a financial advisor at ARK Advisors LLC in Bloomington, IL, holding a Series 65 designation with one year of industry experience. Prior to joining ARK Advisors, he worked in production machining technologies and operated a lawn services business. He also spent over a decade involved in K-12 homeschooling. ARK Advisors LLC serves individual investors, pension and profit-sharing plans, and charitable organizations by providing portfolio management, financial planning, fiduciary consulting for retirement plans, and 529-plan advisory services. The firm uses personalized Investment Policy Statements and a range of investment strategies, managing approximately $195.6 million across about 325 clients.

College savings (529s, UTMA, etc.) Retirement income strategy General tax planning Wealth management
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Patrick V

Series 66

Bloomington, IL

ARK Advisors LLC

Patrick Vance is a financial advisor at ARK Advisors LLC in Bloomington, IL, holding a Series 66 designation with 18 years of industry experience. He has been with ARK Advisors since 2013 and previously worked at Purshe Kaplan Sterling Investments from 2013 to 2017. Outside of his advisory role, he owns Two Farm Boys, a business that sells crafts through Etsy. ARK Advisors LLC serves individual investors, pension and profit-sharing plans, and charitable organizations, providing portfolio management, financial planning, fiduciary consulting, and 529-plan advisory services. The firm uses a personalized Investment Policy Statement for each client and employs fundamental analysis alongside a combination of long-term, income-oriented, growth, and asset-allocation investment strategies.

College savings (529s, UTMA, etc.) Retirement income strategy General tax planning Wealth management
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Brad M

ChFC®, Series 63, Series 66

Bloomington, IL

ARK Advisors LLC

Brad Metz is a financial advisor at ARK Advisors LLC with 23 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 66. Prior to joining ARK Advisors in 2013, he worked at Purshe Kaplan Sterling Investments from 2013 to 2017. Metz is also licensed as an insurance agent, focusing on fixed insurance sales. ARK Advisors LLC serves individual investors—including high-net-worth clients—pension and profit-sharing plans, and charitable organizations by providing portfolio management, financial planning, fiduciary consulting, and 529-plan advisory services. The firm uses a personalized Investment Policy Statement and a combination of fundamental analysis, long-term growth, income-oriented, and asset-allocation strategies.

College savings (529s, UTMA, etc.) Retirement income strategy General tax planning Wealth management
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