Brian Clarke (CRD# 2248403) is an Investment Advisor Representative working at Clarke Financial Counsel, LLC in Whitefish Bay, WI and has over 27 years of experience in the finance industry. Brian Clarke has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 170
Mutual Of Omaha Investor Services, Inc.
CRD# 6857150
Landaas & Company
CRD# 6289332
Annex Wealth Management, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Clarke Financial Counsel, LLC | Milwaukee, WI | Jan 2023 - Current | 1 |
Financial Strategies, Incorporated | Brookfield, WI | Dec 2015 - Current | 8 |
Unemployed | Whitefish Bay, WI | Feb 2015 - Dec 2015 | < 1 |
Pnc Investments | Chicago, IL | May 2013 - Feb 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jun 1996 |
S66 | NASAA Uniform Combined State Law Examination | Nov 2003 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- WI
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
WI
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