Investment Advisor
in Tecumseh, MI

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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

Series 66

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



Office Location

130 W Chicago Blvd
Tecumseh, MI 49286

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Spc Brokerage Details

Total Assets Under Management


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


MI Average: 21
Total Number of Accounts


MI Average: 1,586
Average Account Size


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

Zachary Clark Work History

Zachary has 10 years of experience.

2020 - Present (2 years)

Sigma Planning Corporation

2019 - Present (3 years)

Sigma Financial Corporation

2013 - Present (9 years)

Clark Financial Services

2012 - 2013 (1 year)

Bob Evans

2012 - 2012 (< 1 year)

Curtis Metal


Zachary Clark has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Spc

Steven Kao
Austin, TX
Zachary Clark
Tecumseh, MI
Deron Shymkewich
Lisle, IL
Clinton Potts
Ann Arbor, MI
Patrick Shope
Ann Arbor, MI
Jordan Ginori
Hialeah, FL
Robert Lang
Lisle, IL
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

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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