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Damien Timothy Clark

BFC Planning, Inc.

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About Damien Timothy Clark

Damien Timothy Clark is a registered investment advisor representative with BFC Planning, Inc. Damien has been in the financial services industry for over 10 years. Damien is registered in Florida and specializes in providing financial advice to individuals, high-net-worth individuals, corporations or other businesses, and pension and profit-sharing plans. Damien is also a registered insurance agent and owns an investment advisory firm, Clark Wealth Management LLC.

Firm Information

Damien Clark is currently registered with BFC Planning, Inc.. BFC Planning, Inc. is an investment advisory firm headquartered in Cedar Rapids, Iowa. The firm has over 200 investment advisor representatives and manages over $1.8 billion in assets. They provide financial planning, portfolio management for individuals, and selection of other advisors. BFC Planning serves a variety of clients, including individuals, corporations, pension plans, and charitable organizations.
BFC Planning, Inc.

4201 42ND STREET NE

CEDAR RAPIDS, IA 52402

$1.84B

Assets Under Management

Not reported

Total Clients

121

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.

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 fee

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Damien Clark’s Registration & Firm History

IA

06/21/2023 - Present

BFC Planning, Inc. (CEDAR RAPIDS IA)

MD

08/30/2010 - 01/31/2011

T. ROWE PRICE INVESTMENT SERVICES, INC. (OWINGS MILLS MD)

MD

09/05/2008 - 06/17/2010

NYLIFE SECURITIES LLC (ANNAPOLIS MD)

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Licenses & Designations

IA

Issued 04/28/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/05/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/04/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Damien Timothy Clark.
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