Todd Clark, financial advisor Fort Wayne IN
93 score

Todd Clark

CRD Number: 3168322
Current Firm: Atlas Capital Management Corp

Todd Clark (CRD# 3168322) is an Investment Advisor Representative working at Atlas Capital Management Corp in Fort Wayne, IN and has over 15 years of experience in the finance industry.

Similar Advisors
Ryan Kay, financial advisor Fort Wayne IN
Ryan A. Kay
CRD# 5672578
Ami Investment Management Inc.
Score
103
Similar Advisors
Thomas Beachy, financial advisor Fort Wayne IN
Thomas E. Beachy
CRD# 5220029
Creative Financial Designs, Inc.
Score
101
Similar Advisors
Dorothea Cole, financial advisor Fort Wayne IN
Dorothea S. Cole
CRD# 3208277
Transamerica Financial Advisors, Inc.
Score
100
Company Name Location Dates Years
Atlas Capital Management Corp Fort Wayne, IN Oct 2015 - Current 2
American Portfolios Fort Wayne, IN Jun 2007 - Oct 2015 8
Questar Capital Corporation Minneapolis, MN Jan 2003 - Jun 2007 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2014
S63 Uniform Securities State Law Examination Nov 2002
Contact Info for Todd M. Clark
Phone Number: 260-637-2857
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    140
    MILLIONS
  • Total Number of Accounts
    3,315
    ACCOUNTS
  • Average Account Value
    $42,152
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, KS, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TX, UT, VA, WI

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.

Disclosure

Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.