Unclaimed
Michael Dewayne Clark is an investment advisor representative with Clark Wealth Partners, LLC. Michael is registered to provide investment advisory services in Illinois and Texas. Michael has been in the financial services industry since 2004. Michael is a Certified Financial Planner. Michael is also an independent insurance agent, not investment related, with less than 1 hour per month devoted to this activity. Michael specializes in providing financial planning and portfolio management services for individuals, businesses, and charitable organizations.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
IL
08/12/2022 - Present
Clark Wealth Partners, LLC (O'FALLON IL)
MO
06/15/2004 - 01/04/2007
EDWARD JONES (VALLEY PARK MO)
IA
Issued 01/11/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/17/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/14/2004
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Michael Clark is the right advisor for you? Invested Better is here to help.