Amy
Clark

Arbor Point Advisors

CRD#6651691
Investment Advisor
in Boise, ID

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About this Advisor

Amy Clark is a financial advisor based in Boise, Idaho, working with Arbor Point Advisors. Amy has previously held positions at New York Life Insurance Co, Nylife Securities, LLC, Boise State University, Mccall Donnelly School Dist, Tj'S Cutting Edge Cafe, Amy Clark, LLC D/B/A Amy Clark Insurance And Retirement Strategi, Massmutual Life Insurance Company, Mml Investors Services, LLC, Securities America, Inc, Arbor Point Advisors, and Osaic Wealth, Inc. Amy has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Idaho. Currently, Amy is part of Arbor Point Advisors, which operates out of Boise, Idaho. The firm has 147 offices and 2,643 employees. The firm manages assets totaling $6.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Arbor Point Advisors includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

405 W Myrtle St Ste 100
Boise, ID 83702

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Arbor Point Advisors Brokerage Details

Total Assets Under Management

$6,929,575,682

ID Average: $1,978,216,465
Total Number of Employees

2,643

ID Average: 226
Total Number of Accounts

28,010

ID Average: 7,467
Average Account Size

$247,396

ID Average: $264,928

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Amy Clark Work History

2024 - Present (0 year)

Osaic Wealth, Inc

2023 - Present (1 year)

Securities America, Inc

2023 - Present (1 year)

Arbor Point Advisors

2020 - 2023 (3 years)

Massmutual Life Insurance Company

2020 - 2023 (3 years)

Mml Investors Services, LLC

2019 - 2020 (1 year)

Amy Clark, LLC D/B/A Amy Clark Insurance And Retirement Strategi

2016 - 2020 (4 years)

New York Life Insurance Co

2016 - 2020 (4 years)

Nylife Securities, LLC

2015 - 2017 (2 years)

Boise State University

2015 - 2015 (< 1 year)

Tj'S Cutting Edge Cafe

2014 - 2018 (4 years)

Mccall Donnelly School Dist

Disclosures

Please visit the SEC profile of Amy Clark to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Arbor Point Advisors

Thomas Kerins
Omaha, NE
Amy Clark
Boise, ID
Marissa Hammerstrom
Malaga, WA
William Webb
Omaha, NE
Curren Webb
Omaha, NE
Gwendolyn Slater
Daytona Beach Shores, FL
Barry Smith
Pocatello, ID
Preston Yost
Pocatello, ID

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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