Michael
Clark
Cassady Schiller Wealth Management, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Michael Clark is a personal financial specialist working out of Cincinnati, Ohio who has 20 years of industry experience. Clark is an advisor for Cassady Schiller Wealth Management, LLC. During their career, the advisor has held roles at Csa Financial Advisors, LTD, Cassady Schiller & Associates, Princor Financial Services Corporation and John D. Dovich & Associates, LLC. Clark holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Ohio. Cassady Schiller Wealth Management, LLC is a company that has its headquarters in Cincinnati, OH. It has $414 million in assets under management among its 843 customer accounts, placing it among the larger financial advisory firms in the nation by assets under management. The firm provides services to one charitable organizations. Of its 843 client accounts, 40% are held by high-net-worth individuals who have at least $1 million in assets available to invest. The firm offers a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fee schedules largely vary depending on which service is provided. Fee types charged by Cassady Schiller Wealth Management, LLC most likely are comprised of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Cassady Schiller Wealth Management, LLC Brokerage Details
$413,827,890
9
843
$490,899
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
Michael Clark Work History
Michael has been registered as a financial advisor for 20 years.*
Princor Financial Services Corporation
John D. Dovich & Associates, LLC
Csa Financial Advisors, LTD
Cassady Schiller & Associates
*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 Michael 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 Cassady Schiller Wealth Management, LLC
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
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.
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.
