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 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.

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.

You can also browse Clark Wealth Strategies, Inc's office locations.

Name	Location	Years of experience
David Clark	Omaha, NE	25
Tyler Clark	Omaha, NE	1
Isaiah Olson	Omaha, NE	4
Joseph Vesey	Apple Valley, MN	4

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