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Clark James McDonald

CWM, LLC

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About Clark James McDonald

Clark McDonald is a registered investment advisor with CWM, LLC. Clark has been working in the financial services industry since 2011. Clark holds Series 66, SIE and Series 7 licenses. Clark is a volunteer for the Alzheimer's Association Central and Western Kansas and Clark is also a registered administrator for Bond and Phipps Inc. Clark has served as an insurance agent since 2022. Clark has experience with investment advisory firms such as Waddell & Reed, CETERA ADVISOR NETWORKS LLC, and DRIVEN WEALTH STRATEGIES.

Firm Information

Clark McDonald is currently registered with CWM, LLC. CWM, LLC is a registered investment adviser based in Omaha, NE, with over 475 investment adviser representatives. The firm manages a total of $26.77 billion in client assets, primarily for high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, and pension and profit-sharing plans. The firm offers advisory services such as financial planning, portfolio management for individuals, selection of other advisers, and sub-advisory services for other investment advisory firms. The firm also participates in wrap fee programs.
CWM, LLC

14600 BRANCH ST.

OMAHA, NE 68154

$26.77B

Assets Under Management

629

Total Clients

448

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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sub-advisory services for other investment advisory firms

Sub-advisory services for other investment advisory firms

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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other

Solicitor fees from other investment advisors

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Clark McDonald’s Registration & Firm History

KS

07/18/2022 - Present

CWM, LLC (Wichita KS)

KS

05/29/2019 - 02/03/2024

CETERA ADVISOR NETWORKS LLC (WICHITA KS)

KS

03/05/2016 - 06/03/2019

WADDELL & REED (WICHITA KS)

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Licenses & Designations

BOTH

Issued 04/30/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/05/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Clark James McDonald.
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