Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clark? Claim Your ProfileClark Gaulke is a financial advisor with over 25 years of experience in the financial services industry. Clark is a registered representative of Harbour Investments, Inc. and is licensed to provide investment advice in multiple states. Clark is also a licensed insurance agent. Clark has a strong track record of providing investment advice to a wide range of clients, including individuals, families, businesses, and retirement plans. Clark is committed to helping clients achieve their financial goals. Clark specializes in providing financial planning and investment management services to individuals and families.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
WI
03/05/2019 - Present
Harbour Investments, Inc. (Milwaukee WI)
WI
12/18/1997 - 11/22/2017
EQUABLE SECURITIES CORPORATION (MILWAUKEE WI)
WI
02/08/2000 - 12/04/2006
FAIRBRIDGE SECURITIES CORPORATION (MILWAUKEE WI)
IA
Issued 02/22/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/06/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/04/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 09/10/1998
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Clark Gaulke is the right advisor for you? Invested Better is here to help.
