A complete list of active advisors currently associated with Clark Company

Warmer can help you find a great advisor at Clark Company or one who fits your needs even better.

Clark Company advises individual clients and also reports serving pension or profit-sharing plans and other institutional clients, providing portfolio management and financial planning services as described in its Form ADV Part 2A (Items 7 and 8). The brochure notes the firm uses percentage-of-AUM fee arrangements for advisory services, a common model among independent advisers. The firm’s Part 2A indicates it generally manages accounts on a primarily non-discretionary basis (Item 16), so clients typically approve trades and ongoing recommendations; the brochure also describes the firm’s methods of analysis and periodic account reviews (Items 8 and 13). This structure implies the adviser focuses on recommending and implementing client-approved strategies rather than exercising broad discretionary authority. A noteworthy aspect disclosed in Item 10 is an affiliation with an insurance company and that the adviser is licensed as an insurance broker/agent who sells other financial products, activities that are uncommon among independent single-advisor firms. Coupled with the mix of institutional and retirement-plan clients while operating as a solo adviser with predominantly non-discretionary AUM, this combination of services and affiliations distinguishes Clark Company from many peers.

To learn more about the advisors currently working at Clark Company, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.