Ted
Clark

Meeder Advisory Services, Inc

CRD#4518541
Investment Advisor
in Dublin, OH

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Ted Clark is a financial advisor based in Dublin, Ohio, working with Meeder Advisory Services, Inc. Ted has previously held a position at Meeder Investment Management, Inc. Ted has passed the Series 66 regulatory exam and is registered to provide services in Ohio. Currently, Ted is part of Meeder Advisory Services, Inc, which operates out of Dublin, Ohio. The firm has 52 employees and manages assets totaling $1.4 billion. The firm serves a variety of clients, including charitable organizations. The services offered by the firm include portfolio management for individuals and small businesses, as well as portfolio management for institutional clients. The fee structure at Meeder Advisory Services, Inc includes asset-based and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

6125 Memorial Dr
Dublin, OH 43017

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.

Meeder Advisory Services, Inc Brokerage Details

Total Assets Under Management

$1,442,357,951

OH Average: $2,106,341,625
Total Number of Employees

52

OH Average: 34
Total Number of Accounts

3,713

OH Average: 1,972
Average Account Size

$388,462

OH Average: $1,068,125

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Ted Clark Work History

2014 - Present (10 years)

Meeder Investment Management, Inc

Disclosures

Please visit the SEC profile of Ted 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 Meeder Advisory Services, Inc

Ted Clark
Dublin, OH
Jacob Thielbar
Dublin, OH
Angelo Manzo
Dublin, OH
Daniel Messmer
Dublin, OH
James Morton
Dublin, OH
Aaron Adkins
Dublin, OH
Paul Geiger
Dublin, OH

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started