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Tyler C
Series 65
Omaha, NE
Clark Wealth Strategies, Inc
Tyler Clark is a financial advisor at Clark Wealth Strategies, Inc. He holds a Series 65 designation and has one year of experience in the industry. Prior to joining Clark Wealth Strategies, he worked at Gallup and has experience in educational roles at the University of Nebraska–Lincoln and Westside High School. Clark Wealth Strategies, Inc. serves individual clients, including high-net-worth individuals, and retirement plans by providing investment management, retirement-plan and pension consulting, variable annuity sub-account management, and 1031 real estate exchange consulting. The firm manages approximately $43 million in discretionary assets for about 68 clients and emphasizes customized model portfolios with a focus on asset allocation, tax management, and continuous portfolio monitoring.
Isaiah O
Series 65
Omaha, NE
Clark Wealth Strategies, Inc
Isaiah Olson is a Series 65-licensed financial advisor with Clark Wealth Strategies, Inc. in Omaha, NE, where he has worked since 2019. He has three years of industry experience, including prior roles at Northwestern Mutual Investment Services LLC and Evolution Soccer Club. Clark Wealth Strategies serves individual clients, including high-net-worth individuals, and retirement plans, providing investment management, retirement-plan consulting, variable annuity sub-account management, and 1031 real estate exchange consulting. The firm manages approximately $43 million in discretionary assets and emphasizes customized model portfolios with asset allocation, tax management, and continuous monitoring.
Joseph V
Series 65
Apple Valley, MN
Clark Wealth Strategies, Inc
Joseph Vesey is a financial advisor at Clark Wealth Strategies, Inc. He holds a Series 65 credential and has four years of industry experience. Prior to his current role, he worked at First American Exchange Company for eight years and Chicago Title Insurance Company for two years. Clark Wealth Strategies provides investment management and wealth planning to individuals, high-net-worth clients, and retirement plan sponsors. The firm offers a range of services including portfolio management, retirement planning, pension consulting, and specialized 1031 real estate exchange consulting, using a strategic asset allocation framework and ongoing portfolio monitoring.
David C
Series 63, Series 65
Omaha, NE
Clark Wealth Strategies, Inc
David Clark is a financial advisor with Clark Wealth Strategies, Inc in Omaha, NE, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has worked at Clark Wealth Strategies since 2008. Outside of advising, he is an owner and partner in West Omaha Films, a film production company. Clark Wealth Strategies provides investment management and wealth planning services to individuals, high-net-worth clients, and retirement plan sponsors. The firm specializes in customized portfolio management using strategic asset allocation and offers a notable 1031 and passive real estate consulting practice alongside ERISA-fiduciary retirement plan consulting.
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