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Kari Westly Clark

Stadia Financial LLC

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About Kari Westly Clark

Kari Westly Clark is an investment advisor representative with Stadia Financial LLC. Kari has been in the industry since 2001 and has experience with securities and investment advisory services. Kari has passed the Series 6, 7, 63, and 66 exams and is currently registered with the state of Hawaii. In addition to her work at Stadia Financial LLC, Kari is also a Director of Operations at Stadia Capital Group, LLC. Kari is committed to providing her clients with personalized financial advice and helping them achieve their financial goals.

Firm Information

Kari Clark is currently registered with Stadia Financial LLC. Stadia Financial LLC is an investment advisor based in [City, State]. The firm has 4 investment advisor representatives. They offer financial planning and portfolio management services to individuals.

Not reported

Assets Under Management

Not reported

Total Clients

2

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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Kari Clark’s Registration & Firm History

HI

01/22/2024 - Present

Stadia Financial LLC (KAMUELA HI)

HI

08/09/2001 - 03/08/2007

VALIC FINANCIAL ADVISORS, INC. (HONOLULU HI)

TX

08/09/2001 - 12/31/2001

THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)

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Licenses & Designations

IA

Issued 12/21/2023

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 01/26/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/05/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/07/2003

Series 7 - General Securities Representative Examination

BC

Issued 08/08/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kari Westly Clark.
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