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Mark Edward Clark

Wealth Management

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About Mark Edward Clark

Mark Edward Clark is a registered Investment Advisor Representative with Wealth Management. Mark has been in the industry since 2003 and holds the Series 7 and Series 66 licenses. In addition to his current role, Mark is also the president of a CPA firm, the treasurer of a non-profit religious organization and the managing member of a real estate rental business. Mark's specializations include Retirement Planning, College Savings Plans, Estate Planning, Insurance Planning, Asset Allocation and Mutual Funds.

Firm Information

Mark Clark is currently registered with Wealth Management. Wealth Management, LLC is a wealth management firm based in Norfolk, NE, that manages over $2.7 billion in assets for a variety of clients, including individuals, businesses, charitable organizations, and pension plans. The firm offers a comprehensive suite of advisory services, including financial planning, portfolio management, and retirement planning.
Wealth Management

125 SOUTH 4TH STREET

NORFOLK, NE 68701

$2.78B

Assets Under Management

Not reported

Total Clients

42

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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sub-advisor and back office support services

Sub-advisor and back office support services

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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Mark Clark’s Registration & Firm History

NE

11/05/2008 - Present

Wealth Management (NORFOLK NE)

KY

03/21/2007 - 09/19/2008

CSSC BROKERAGE SERVICES, INC. (SOMERSET KY)

KY

09/22/2003 - 03/21/2007

MUTUAL SERVICE CORPORATION (SOMERSET KY)

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Licenses & Designations

BOTH

Issued 10/03/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/19/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mark Edward Clark.
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