Clark Financial Services Group, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$488,337,749
Clients
421
Advisors
5
of 6 employees
About
Clark Financial Services Group, operating as Gardius Wealth Advisors, serves individual and institutional clients including high‑net‑worth individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations and corporations, managing roughly $499 million for about 421 clients with a team of advisors. The firm offers comprehensive financial planning and portfolio management, typically implementing plans with mutual funds, ETFs and individual equities, and also offers insurance products through advisors who are licensed insurance agents.
The firm’s advisory process begins with a documented, tailored financial plan and often proceeds under discretionary authority using third‑party model or tactical portfolios; CFSG discloses reliance on both outside model providers and a third‑party stock selection adviser. Its stated methods include charting, technical and cyclical analysis and use of tactical strategies that can involve frequent trading and shifting to cash or money‑market positions as a protective stance, which the brochure frames as a risk consideration.
Compared with many team advisors, CFSG combines fee‑based portfolio management with insurance brokerage activity (advisors may receive commissions for insurance sales), and it documents regular written client communications such as consolidated quarterly portfolio reports and ongoing written reviews. The firm also maintains relatively high portfolio minimums for new clients and explicitly describes relationships with custodial partners that provide institutional‑level support and educational materials, an operational mix that is less common among similarly sized advisory teams.
Client services
Expertise
Fee options
Negotiated flat fees for financial planning services
$0 - $499,999: 2.00% annually $500,000 - $999,999: 1.50% annually $1,000,000 - $4,999,999: 1.00% annually $5,000,000 - $7,499,999: 0.90% annually $7,500,000 - $9,999,999: 0.75% annually $10,000,000+: 0.60% annually
Insurance commissions from the sale of insurance products
Hourly fee ranging from $250 to $500 per hour depending on staff experience
Account minimum: $500,000 Fee-only: Hourly fee of $250 to $500 per hour; also negotiated flat fees or fees based on net worth or income
Main office
14310 Olive Blvd
Chesterfield MO 63017
Advisors at this office
5
Most active in
California · Colorado · Florida · Illinois · Louisiana · Missouri · Texas
Also doing business as
Clark Financial Services Group Inc · Clark Financial Services Group, Inc. · Gardius Wealth Advisors
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
John C
Series 65
Chesterfield, MO
Clark Financial Services Group, Inc.
John Clark is a Series 65-licensed financial advisor with Clark Financial Services Group, Inc. He has one year of industry experience and has held prior roles at CIBC and FinanceAble. His background also includes teaching positions at the University of Missouri and Lafayette High School. Clark Financial Services Group, operating as Gardius Wealth Advisors, serves individual and institutional clients including high-net-worth individuals and various organizations. The firm provides comprehensive financial planning and portfolio management, utilizing mutual funds, ETFs, individual equities, and insurance products, and employs a documented, tailored advisory process that incorporates discretionary portfolio management with third-party model and tactical strategies.
Kevin C
CFP®, Series 63, Series 65
Chesterfield, MO
Clark Financial Services Group, Inc.
Kevin Clark is a CFP® certified financial advisor with 26 years of industry experience, currently serving as Vice President at Clark Financial Services Group, Inc. He has worked at Cutter And Company Brokerage, Inc. since 1999. Outside of his financial advisory work, Clark operates as a scoreboard operator for the St. Louis Cardinals baseball team during the season and serves as Vice President of Operations for the Ellisville Athletic Association, a baseball and softball organization. Clark Financial Services Group, operating as Gardius Wealth Advisors, manages approximately $499 million for individual and institutional clients. The firm provides comprehensive financial planning and portfolio management using mutual funds, ETFs, and individual equities, combining fee-based management with insurance brokerage and employing a tactical investment approach that includes charting and technical analysis.
Amanda R
Series 66
Chesterfield, MO
Clark Financial Services Group, Inc.
Amanda Roberds is a financial advisor at Clark Financial Services Group, Inc. with 11 years of industry experience. She holds the Series 66 designation and previously worked at Charles Schwab and Charles Schwab Bank from 2015 to 2018. Clark Financial Services Group, operating as Gardius Wealth Advisors, serves individual and institutional clients, including high-net-worth individuals and charitable organizations, managing approximately $499 million for about 421 clients. The firm provides comprehensive financial planning and portfolio management, utilizing mutual funds, ETFs, individual equities, and insurance products, with a process that incorporates both third-party model portfolios and tactical strategies involving technical analysis.
Christopher S
Series 63, Series 65
Chesterfield, MO
Clark Financial Services Group, Inc.
Christopher Schulenburg is a financial advisor with Clark Financial Services Group, Inc. in Chesterfield, MO, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He has worked at Cutter & Company, Inc. since 1995 and at Clark Financial Services Group since 1991. Clark Financial Services Group, operating as Gardius Wealth Advisors, serves individual and institutional clients with comprehensive financial planning and portfolio management, utilizing both third-party model portfolios and tactical strategies. The firm manages approximately $499 million for about 421 clients through a team of five advisors.
Matthew H
Series 63, Series 65
Chesterfield, MO
Clark Financial Services Group, Inc.
Matthew Herron is a financial advisor at Clark Financial Services Group, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Scottrade, Inc. for 18 years. Clark Financial Services Group, operating as Gardius Wealth Advisors, serves individual and institutional clients including high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers comprehensive financial planning and portfolio management, typically implementing plans with mutual funds, ETFs, and individual equities, alongside insurance products through licensed agents.
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