About this Advisor
Zachary Clark is a financial advisor based out of Tecumseh, Michigan, who has been in the industry for 10 years. Clark works at Spc. Their career trajectory has included roles at Clark Financial Services, Bob Evans, Curtis Metal, Sigma Financial Corporation and Sigma Planning Corporation. Clark maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Michigan. Spc is an advisory firm based out of Tecumseh, Michigan. The company has offices in 453 locations and a total of 628 people on staff. It handles $7 billion in assets between its 36,841 accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm serves 22 charities and foundations. Of its 36,841 accounts, just 6% are associated with high-net-worth individuals who have greater than $1 million in investable assets. The firm has 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. A financial advisor's fees usually are based on which service is provided. However, fee types billed by Spc may include any combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years of Experience
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Spc Brokerage Details
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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
Zachary Clark Work History
Zachary has 10 years of experience.
Sigma Planning Corporation
Sigma Financial Corporation
Clark Financial Services
Zachary Clark has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Spc
Ann Arbor, MI
Ann Arbor, MI
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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.