Michael
Clark

Clark Wealth Partners, LLC

CRD#4412807
Investment Advisor
in O Fallon, IL

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About this Advisor

Michael Clark is a financial advisor based in O Fallon, Illinois, working with Clark Wealth Partners, LLC. Michael has previously held positions at Visionary Wealth Advisors, Clark Wealth Partners, LLC, Tmfs Advisors, LLC, and The Mutual Fund Store-St. Louis, LLC. Michael has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Illinois and Texas. Currently, Michael 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.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

821 West Hwy 50 Suite 204
O Fallon, IL 62269

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Clark Wealth Partners, LLC Brokerage Details

Total Assets Under Management

$169,650,299

IL Average: $6,674,516,078
Total Number of Employees

5

IL Average: 44
Total Number of Accounts

1,077

IL Average: 2,564
Average Account Size

$157,521

IL Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Michael Clark Work History

2016 - Present (8 years)

Clark Wealth Partners, LLC

2016 - 2022 (6 years)

Visionary Wealth Advisors

2015 - 2016 (1 year)

Tmfs Advisors, LLC

2007 - 2015 (8 years)

The Mutual Fund Store-St. Louis, LLC

Disclosures

Please visit the SEC profile of Michael 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 Clark Wealth Partners, LLC

Jacob Mckinney
O Fallon, IL
Lindsay Mcmillin
O Fallon, IL
Michael Clark
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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