Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clark? Claim Your ProfileClark Anthony Buelt is an Investment Advisor Representative with TIAA-CREF Individual & Institutional Services, LLC. Clark has 28 years of experience in the financial industry and holds Series 6, 7, 24, 63, and 66 licenses. Clark has previously worked with NYLIFE Securities LLC, TRANSAMERICA FINANCIAL ADVISORS, INC, CUNA BROKERAGE SERVICES, INC., THRIVENT INVESTMENT MANAGEMENT INC., STATE FARM VP MANAGEMENT CORP., INTERSECURITIES, INC., PFIC SECURITIES CORPORATION, MAGNA INVESTMENTS, NATIONWIDE INVESTMENT SERVICES CORPORATION, NATIONWIDE ADVISORY SERVICES, INC., and CENTURY INVESTORS OF AMERICA, INC. Clark specializes in providing financial planning and portfolio management for individuals and businesses. He has a long history of advising high-net-worth individuals, and his client base also includes corporations, charitable organizations, and individuals other than high-net-worth. Clark is a registered Investment Advisor Representative in Arizona, Colorado, Florida, Illinois, Iowa, Kansas, Minnesota, Missouri, Montana, North Carolina, Ohio, West Virginia, and Wisconsin.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
IA
08/06/2014 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CORALVILLE IA)
IA
03/03/2011 - 06/05/2014
NYLIFE SECURITIES LLC (HIAWATHA IA)
IA
05/14/2010 - 02/17/2011
TRANSAMERICA FINANCIAL ADVISORS, INC (CEDAR RAPIDS IA)
IA
03/26/2008 - 02/01/2010
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
IA
05/07/2007 - 02/21/2008
THRIVENT INVESTMENT MANAGEMENT INC. (JOHNSTON IA)
IA
09/25/2003 - 12/31/2006
STATE FARM VP MANAGEMENT CORP. (CEDAR RAPIDS IA)
FL
09/25/2000 - 07/08/2003
INTERSECURITIES, INC. (ST. PETERSBURG FL)
TN
11/30/1999 - 08/29/2000
PFIC SECURITIES CORPORATION (FRANKLIN TN)
MO
02/16/1999 - 11/30/1999
MAGNA INVESTMENTS (ST. LOUIS MO)
OH
07/01/1996 - 03/02/1999
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
OH
04/08/1994 - 07/01/1996
NATIONWIDE ADVISORY SERVICES, INC. (COLUMBUS OH)
IA
10/30/1993 - 03/11/1994
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
NA
09/01/1993 - 10/29/1993
CENTURY INVESTORS OF AMERICA, INC.
BOTH
Issued 08/06/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/31/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/21/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1999
Series 7 - General Securities Representative Examination
BC
Issued 08/31/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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