A complete list of active advisors currently associated with Clark Wealth Partners, LLC
Warmer can help you find a great advisor at Clark Wealth Partners, LLC or one who fits your needs even better.
Clark Wealth Partners, LLC is an SEC‑registered investment adviser that provides discretionary portfolio management and financial planning to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, charitable organizations, and businesses. The firm reports managing roughly $260 million in client assets across several hundred client accounts. The firm tailors portfolios to individual risk tolerances and objectives, primarily allocating among mutual funds, ETFs, individual equities, cash equivalents and internally designed model portfolios, and it offers both discretionary and non‑discretionary arrangements. Clark Wealth also provides standalone financial planning, may advise clients on digital assets, and can arrange securities‑backed lines of credit as an alternative to liquidating positions. Noteworthy aspects disclosed in the brochure include the firm’s use of endorsements, third‑party ratings and client testimonials in its advertising and its practice of directly compensating outside promoters (including a disclosed referral relationship with NerdWallet), which the firm documents in its disclosures. The brochure also highlights potential conflicts the firm addresses, such as some advisers’ status as commission‑earning insurance producers and the firm’s routine requirement that clients custody assets and execute trades through Charles Schwab.
To learn more about the advisors currently working at Clark Wealth Partners, LLC, 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.
Name |
Location |
Years of experience |
|---|---|---|
O'Fallon, IL
| 10
| |
O'Fallon, IL
| 19
| |
O'Fallon, IL
| 2
| |
O'Fallon, IL
| 11
|
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