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 who works out of Ann Arbor, Michigan, who has 10 years of professional experience. Clark is an employee of Spc. Throughout their career, they have worked at Sigma Financial Corporation and Spc. Clark has Series 63 and Series 66 licenses, qualifying them as a securities agent, and is able to advise clients in Arizona, California, Florida, Indiana, Michigan, Minnesota, Nevada, Ohio, Texas and Virginia. Spc is a financial advisory company that has its headquarters in Ann Arbor, Michigan. The investment advisory business has offices in 453 locations and a total of 628 advisors. It controls $7 billion in assets under management among its 36,841 accounts, making it one of the biggest firms in the nation by assets under management. The firm provides financial advisory services to 22 charitable organizations. Of its 36,841 accounts, just 6% belong to high-net-worth clients who have greater than $1 million in assets available to invest. The advisory firm performs a number of services, including 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. Fees charged by financial advisors vary depending on the services offered. However, fee types billed by Spc can include some combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Years of Experience

10 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

Disclosures

Yes

Office Location

300 Parkland Plaza
Ann Arbor, MI 48103

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Spc Brokerage Details

Total Assets Under Management

$6,859,365,285

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

628

MI Average: 21
Total Number of Accounts

36,841

MI Average: 1,586
Average Account Size

$186,188

MI Average: $594,845

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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 10 years of experience.

2012 - Present (10 years)

Sigma Financial Corporation

2012 - Present (10 years)

Spc

Disclosures

Rodney Clark has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Spc

Deron Shymkewich
Lisle, IL
Rodney Clark
Ann Arbor, MI
Steven Kao
Austin, TX
Robert Lang
Lisle, IL
Scott Carlson
Noblesville, IN
Charles Milliken
Ann Arbor, MI
Zachary Clark
Tecumseh, MI
Brett Blair
Wylie, TX

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, 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, and 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.

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