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Clark Gregory Frese

Asset Strategy Retirement Plan Consultants, LLC

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About Clark Gregory Frese

Clark Gregory Frese is a registered investment advisor representative with Asset Strategy Retirement Plan Consultants, LLC. Clark has been in the financial services industry for over 40 years and has extensive experience in providing financial planning, investment management, and retirement planning services. Prior to joining Asset Strategy, Clark worked with several other financial firms including Triad Advisors, Inc., NFP Securities, Inc. and Fortis Investors, Inc. Clark holds a Series 1 and Series 24 securities license.

Firm Information

Clark Frese is currently registered with Asset Strategy Retirement Plan Consultants, LLC. Asset Strategy Retirement Plan Consultants, LLC is a registered investment advisor based in CAMP HILL, PA. The firm provides financial planning, pension consulting, and portfolio management services to individuals, corporations, charitable organizations, state or municipal government entities, and high-net-worth individuals. The firm has approximately $90.99 million in regulatory assets under management.
Asset Strategy Retirement Plan Consultants, LLC

3500 MARKET STREET, SUITE 102

CAMP HILL, PA 17011

$90.99M

Assets Under Management

40

Total Clients

1

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Clark Frese’s Registration & Firm History

PA

01/23/2019 - Present

Asset Strategy Retirement Plan Consultants, LLC (CAMP HILL PA)

MA

02/14/2008 - 10/14/2008

TRIAD ADVISORS, INC. (WELLESLEY MA)

PA

07/18/2003 - 02/01/2008

NFP SECURITIES, INC. (HARRISBURG PA)

PA

01/04/2002 - 06/16/2003

INVESMART SECURITIES, LLC (PITTSBURGH PA)

TX

01/02/1998 - 12/31/2001

NFP SECURITIES, INC. (AUSTIN TX)

MN

10/14/1994 - 12/31/1997

FORTIS INVESTORS, INC. (OAKDALE MN)

NA

05/18/1987 - 10/24/1994

JMC SECURITIES, INC.

LA

08/30/1985 - 10/24/1994

JMC SECURITIES, INC. (METAIRIE LA)

NA

05/19/1986 - 07/07/1987

LINDSAY FINANCIAL CORPORATION

NA

04/03/1981 - 12/27/1984

WZW FINANCIAL SERVICES, INC.

NA

12/12/1972 - 03/03/1981

MUTUAL BENEFIT FINANCIAL SERVICE COMPANY

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Licenses & Designations

BC

Issued 04/04/2001

Series 24 - General Securities Principal Examination

BC

Issued 12/06/1972

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Clark Gregory Frese.
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