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Kary M
CFP®, Series 65
Billings, MT
Clark Asset Management, LLC
Kary Meschke is a CFP® with eight years of experience, currently serving at Clark Asset Management, LLC. Prior to joining Clark Asset Management in 2025, Kary worked at Wade Financial Advisory and Stockman Wealth Management. Outside of his advisory role, he serves as Treasurer for the Advisory Board of the Salvation Army and is Vice President of the Board of Directors for Code Girls United, a nonprofit focused on increasing girls’ participation in STEM fields. Clark Asset Management provides wealth management and financial planning services to individual and high-net-worth clients, focusing on retirement income, tax planning, risk management, and estate and college savings. The firm employs a passive investment strategy primarily using index funds and ETFs, charges a fixed flat fee for its services, and operates multiple offices across the region.
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