Lindsay
Mcmillin
Clark Wealth Partners, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Lindsay Mcmillin is a financial advisor based in O Fallon, Illinois with 1 year of relevant experience. Mcmillin is an advisor for Clark Wealth Partners, LLC. During their career, Mcmillin has held roles at Clark Wealth Partners, LLC, Zyia Active, Rodan + Fields, Violence Prevention Center Of Sw Il and Schaltenbrand & Halloran. Mcmillin maintains a Series 65 license, designating them as an investment advisor representative, and is registered to operate in Illinois. Clark Wealth Partners, LLC is an advisory company based in O Fallon, IL. It has $149 million in assets under management among its 1,229 accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. The firm serves two charitable organizations. Of its 1,229 accounts, just 12% are associated with high-net-worth clients who have greater than $1 million in assets. The advisory firm offers a set of services, such as financial planning services and portfolio management for individuals and small businesses. Fees for financial advisory services depend on which services are provided. However, fees charged by Clark Wealth Partners, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Clark Wealth Partners, LLC Brokerage Details
$148,510,340
5
1,229
$120,838
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Lindsay Mcmillin Work History
Lindsay has been registered as a financial advisor for 1 years.*
Clark Wealth Partners, LLC
Zyia Active
Rodan + Fields
Violence Prevention Center Of Sw Il
Schaltenbrand & Halloran
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Lindsay Mcmillin 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
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
