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Ian Ross Clark

Brownson, Rehmus & Foxworth, Inc.

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About Ian Ross Clark

Ian Clark is a financial advisor with Brownson, Rehmus & Foxworth, Inc. located in Chicago, IL. Ian has been in the industry since November of 2010. Ian has a Series 6, 7, 63 and 65 licenses and is also a Certified Financial Planner. Prior to joining Brownson, Rehmus & Foxworth, Inc. Ian was an advisor for TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC in Chicago, IL and for Vanguard Marketing Corporation in Charlotte, NC.

Firm Information

Ian Clark is currently registered with Brownson, Rehmus & Foxworth, Inc.. Brownson, Rehmus & Foxworth, Inc. is an investment advisor headquartered in Chicago, Illinois. The firm provides financial planning and portfolio management services to high-net-worth individuals, corporations, charitable organizations, and individuals other than high-net-worth. They have approximately $4.03 billion in regulatory assets under management. The firm's website is http://www.brfadvisors.com and they can also be found on LinkedIn.
Brownson, Rehmus & Foxworth, Inc.

227 WEST MONROE STREET

CHICAGO, IL 60606

$4.03B

Assets Under Management

3

Total Clients

14

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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Ian Clark’s Registration & Firm History

IL

05/09/2022 - Present

Brownson, Rehmus & Foxworth, Inc. (CHICAGO IL)

IL

03/02/2016 - 11/13/2020

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHICAGO IL)

NC

11/18/2010 - 02/19/2016

VANGUARD MARKETING CORPORATION (CHARLOTTE NC)

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Licenses & Designations

IA

Issued 09/01/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/29/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/09/2024

Series 7TO - General Securities Representative Examination

BC

Issued 03/09/2024

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/16/2014

Series 7 - General Securities Representative Examination

BC

Issued 11/17/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ian Ross Clark.
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