Clark Wealth Strategies, Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$52,000,000
Clients
85
Advisors
4
across 2 offices
About
Clark Wealth Strategies provides investment management and wealth planning to individuals, high-net-worth clients, and retirement plan sponsors. The firm offers portfolio management, financial and retirement planning, pension consulting, variable annuity sub-account management, and consulting related to 1031 real estate exchanges.
The firm builds customized portfolios using a strategic asset allocation framework, model portfolios, tax management and selections of specialist managers, and uses a suitability questionnaire and documented planning process to tailor advice. Accounts are monitored and rebalanced on an ongoing basis, and client assets are generally managed on a discretionary basis.
What distinguishes the firm is its sizable 1031 and passive real estate consulting practice and related assets under advisement—reported separately from its discretionary AUM—which the firm supports with project-based exchange consulting and an advisor on the team with prior exchange officer experience and continuing-education instruction on 1031 exchanges. The firm also provides ERISA-fiduciary retirement plan consulting and uses dedicated custodial arrangements for different service lines, a mix of capabilities that is less common among similarly sized advisory practices.
Client services
Expertise
Fee options
Annual flat fees may be negotiated and approved by the firm (billed quarterly)
$0 - $249,999: 2.00% $250,000 - $999,999: 1.50% $1,000,000 - $4,999,999: 1.00% $5,000,000 - $10,000,000: 0.75% Assets over $10,000,000+: 0.50%
Fee-only: Assets-under-management fee based on tiered schedule as shown; project consulting fees for 1031 exchanges (typically 4% to 5% of net exchange equity)
Main office
See office1918 N. 203rd Street, Suite 100
Omaha NE 68022
Advisors at this office
3
Offices (2)
Most active in
Florida · Iowa · Minnesota · Nebraska · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
Forms ADV
Advisors at this firm
Tyler C
Series 65
Omaha, NE
Clark Wealth Strategies, Inc
Tyler Clark is a financial advisor at Clark Wealth Strategies, Inc. He holds a Series 65 designation and has one year of experience in the industry. Prior to joining Clark Wealth Strategies, he worked at Gallup and has experience in educational roles at the University of Nebraska–Lincoln and Westside High School. Clark Wealth Strategies, Inc. serves individual clients, including high-net-worth individuals, and retirement plans by providing investment management, retirement-plan and pension consulting, variable annuity sub-account management, and 1031 real estate exchange consulting. The firm manages approximately $43 million in discretionary assets for about 68 clients and emphasizes customized model portfolios with a focus on asset allocation, tax management, and continuous portfolio monitoring.
Isaiah O
Series 65
Omaha, NE
Clark Wealth Strategies, Inc
Isaiah Olson is a Series 65-licensed financial advisor with Clark Wealth Strategies, Inc. in Omaha, NE, where he has worked since 2019. He has three years of industry experience, including prior roles at Northwestern Mutual Investment Services LLC and Evolution Soccer Club. Clark Wealth Strategies serves individual clients, including high-net-worth individuals, and retirement plans, providing investment management, retirement-plan consulting, variable annuity sub-account management, and 1031 real estate exchange consulting. The firm manages approximately $43 million in discretionary assets and emphasizes customized model portfolios with asset allocation, tax management, and continuous monitoring.
Joseph V
Series 65
Apple Valley, MN
Clark Wealth Strategies, Inc
Joseph Vesey is a financial advisor at Clark Wealth Strategies, Inc. He holds a Series 65 credential and has four years of industry experience. Prior to his current role, he worked at First American Exchange Company for eight years and Chicago Title Insurance Company for two years. Clark Wealth Strategies provides investment management and wealth planning to individuals, high-net-worth clients, and retirement plan sponsors. The firm offers a range of services including portfolio management, retirement planning, pension consulting, and specialized 1031 real estate exchange consulting, using a strategic asset allocation framework and ongoing portfolio monitoring.
David C
Series 63, Series 65
Omaha, NE
Clark Wealth Strategies, Inc
David Clark is a financial advisor with Clark Wealth Strategies, Inc in Omaha, NE, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has worked at Clark Wealth Strategies since 2008. Outside of advising, he is an owner and partner in West Omaha Films, a film production company. Clark Wealth Strategies provides investment management and wealth planning services to individuals, high-net-worth clients, and retirement plan sponsors. The firm specializes in customized portfolio management using strategic asset allocation and offers a notable 1031 and passive real estate consulting practice alongside ERISA-fiduciary retirement plan consulting.
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