A complete list of active advisors currently associated with Clark Wealth Strategies, Inc
Warmer can help you find a great advisor at Clark Wealth Strategies, Inc or one who fits your needs even better.
Clark Wealth Strategies is a fee-only, state-registered investment adviser that serves individual and high-net-worth clients as well as retirement plans, managing about $53 million for roughly 85 client relationships through a four-advisor team. The firm provides discretionary portfolio management, financial and retirement planning, pension and retirement-plan consulting, variable annuity sub-account management, and project-based 1031 real estate exchange consulting. The firm builds customized, tax-conscious model portfolios using strategic asset allocation, multiple specialist managers, and ongoing rebalancing, with an emphasis on long-term investing rather than market timing. Client suitability is assessed through a standard data-gathering process and accounts are managed primarily on a discretionary basis with a primary custody relationship with SEI Private Trust Company and other custodians used for specific services. Compared with many peers of similar size, Clark Wealth Strategies conducts a substantial amount of consulting and advisory work outside its reported discretionary AUM — approximately $250 million of passive real estate replacement properties and about $12 million in pension-related assets are listed as assets under advisement (roughly $262 million total AUA separate from the $53 million AUM). The firm charges project-based, non-contingent fees for 1031 exchange work, maintains a fee-only fiduciary model, and combines retirement-plan consulting and variable annuity sub-account management into its service mix, which together differentiate its offerings from many team firms.
To learn more about the advisors currently working at Clark Wealth Strategies, Inc, 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 |
|---|---|---|
Omaha, NE
| 24
| |
Omaha, NE
| 0
| |
Omaha, NE
| 3
| |
Apple Valley, MN
| 4
|
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