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David C

CFP®, Series 63, Series 65

Murphysboro, IL

Cetera

David Clarke is a CFP® professional with 24 years of experience, associated with Cetera since 2002. He is also a CPA and provides accounting and tax services through Koberstein Clarke, Ltd. Clarke serves as treasurer for the Murphysboro Apple Festival, Inc. and Specialized Training for Adult Rehabilitation, Inc., both local nonprofit organizations. Cetera Investment Advisers LLC operates a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients through a range of portfolio management, financial planning, and consulting services. The firm offers multiple program structures and access to third-party money managers, managing over $256 billion in assets.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Micah C

Series 66

Murphysboro, IL

Cetera

Micah Clarke is a financial advisor with Cetera, holding a Series 66 designation and 11 years of industry experience. He concurrently leads several related businesses focused on accounting, tax preparation, and financial planning, including Clarke CPA & Consulting Ltd and Koberstein Clarke Ltd. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform that allows advisors to use affiliated and third-party model portfolios, discretionary and non-discretionary management, and a range of program options tailored to client needs.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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