Thomas
Clark

Sowell Management

CRD#47906
Investment Advisor
in West Des Moines, IA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Thomas Clark is a financial advisor based in West Des Moines, Iowa, working with Sowell Management. Thomas has previously held positions at Vsr Financial Services Inc, Vsr Advisory Services, Compensation Designs, Concert Wealth Management, Inc, Dinosaur Financial Group, International Assets Advisory, LLC, and Sowell Financial Services, LLC. Thomas has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Iowa. Currently, Thomas is part of Sowell Management, which operates out of West Des Moines, Iowa. The firm has 70 offices and 157 employees. The firm manages assets totaling $3.3 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, and selection of other advisers. The fee structure at Sowell Management includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1603 22Nd Street Suite 202
West Des Moines, IA 50266

Find an advisor who will work directly with you

SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.

Sowell Management Brokerage Details

Total Assets Under Management

$3,329,402,135

IA Average: $880,205,985
Total Number of Employees

157

IA Average: 42
Total Number of Accounts

13,257

IA Average: 1,714
Average Account Size

$251,143

IA Average: $513,539

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Thomas Clark Work History

2016 - Present (9 years)

Sowell Financial Services, LLC

1986 - Present (39 years)

Compensation Designs

2016 - 2017 (1 year)

Concert Wealth Management, Inc

2016 - 2016 (< 1 year)

Dinosaur Financial Group

2016 - 2016 (< 1 year)

International Assets Advisory, LLC

2007 - 2016 (9 years)

Vsr Advisory Services

2002 - 2016 (14 years)

Vsr Financial Services Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Thomas 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 Sowell Management

Brian Randall
North Little Rock, AR
Ramie Khalil
North Little Rock, AR
Daryl Seaton
North Little Rock, AR
John Mcmanus
Cayucos, CA
Matthew Reakus
Marlton, NJ
Miki Morrow
North Little Rock, AR
Noah Ozgo
North Little Rock, AR
Jason Stroede
North Little Rock, AR

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.

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.

Find an advisor who will work directly with you

Answer a few questions, get matched with up to 3 advisors, compare and decide which is right for you. Click here to find your advisor matches today.
Get started