Rodney
Clark

Spc

CRD#1928306
Investment Advisor
in Ann Arbor, MI

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About this Advisor

Rodney Clark is a certified financial planner working in Ann Arbor, Michigan with a total of 11 years of relevant experience. Clark is currently employed by Spc. During their career, Clark has held roles at Sigma Financial Corporation and Spc. Clark maintains Series 63 and Series 66 licenses, qualifying them as a securities representative, and can advise clients in Arizona, California, Florida, Indiana, Michigan, Minnesota, Nevada, Ohio, Oregon, Texas, Virginia and Wisconsin. Spc is an advisory business headquartered in Ann Arbor, MI. The company has offices in 426 locations and a total of 610 people on staff. It has $6 billion in assets among its 34,594 client accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm provides financial advisory services to 20 charities and foundations. Of its 34,594 client accounts, just 8% are held by high-net-worth investors who have greater than $1 million in investable assets. Spc performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial management fees largely depend on the type of services offered. Fees billed by Spc likely consist of any blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

11 years

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, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

300 Parkland Plaza
Ann Arbor, MI 48103

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Spc Brokerage Details

Total Assets Under Management

$5,964,256,852

MI Average: $943,424,332
Total Number of Employees

610

MI Average: 21
Total Number of Accounts

34,594

MI Average: 1,586
Average Account Size

$172,407

MI Average: $594,845

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
  • Other

Rodney Clark Work History

Rodney has been registered as a financial advisor for 11 years.*

2012 - Present (12 years)

Sigma Financial Corporation

2012 - Present (12 years)

Spc

*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 Rodney 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 Spc

Kevin Howard
Novi, MI
Mark Sumner
Ann Arbor, MI
Phillip Mekas
Ann Arbor, MI
Kimberly Jones
Ann Arbor, MI
Richard Colleoni
Mansfield, TX
Jeremy Fortin
Englewood, CO
Craig Johnson
Ann Arbor, MI
Edward Murray
Ann Arbor, MI

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.

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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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