Jacob
Mckinney
Clark Wealth Partners, LLC
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About this Advisor
Jacob Mckinney is a financial advisor based in O Fallon, Illinois, working with Clark Wealth Partners, LLC. Jacob has previously held positions at Clark Wealth Partners, LLC, Armstrong Teasdale Llp, Air Force National Guard, Pwc, Wm. Bradley Ogden Cpa, First Mid Bank & Trust, Rend Lake College, and Wayne City High School. Jacob has passed the Series 65 regulatory exam and is registered to provide services in Illinois. Currently, Jacob is part of Clark Wealth Partners, LLC, which operates out of O Fallon, Illinois. The firm has 5 employees and manages assets totaling $169.7 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Clark Wealth Partners, LLC includes asset-based and fixed fees.
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Clark Wealth Partners, LLC Brokerage Details
$169,650,299
5
1,077
$157,521
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Jacob Mckinney Work History
Clark Wealth Partners, LLC
Armstrong Teasdale Llp
Pwc
Wm. Bradley Ogden Cpa
First Mid Bank & Trust
Rend Lake College
Air Force National Guard
Wayne City High School
Disclosures
Please visit the SEC profile of Jacob Mckinney 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 Clark Wealth Partners, LLC
O Fallon, IL
O Fallon, IL
O Fallon, IL
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.
