Mark Clark (CRD# 7676880) is an Investment Advisor Representative working at Grand Wealth Management, LLC in Grand Rapids, MI and has 1 year of experience in the finance industry.
CRD# 6504831
Advisory Alpha, LLC
CRD# 4414566
J.p. Morgan Securities LLC
CRD# 4187403
Stewardship Trust Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Grand Wealth Management | Grand Rapids, MI | Oct 2022 - Current | 1 |
| Western Kentucky University | Bowling Green, KY | Oct 2022 - Dec 2022 | < 1 |
| Wendy's | Louisville, KY | Jun 2022 - Sep 2022 | < 1 |
| Unemployed | Louisville, KY | Jan 2022 - Jun 2022 | < 1 |
| Western Kentucky University | Bowling Green, KY | Aug 2017 - Dec 2021 | 4 |
| Cracker Barrel | Louisville, KY | Feb 2021 - Sep 2021 | < 1 |
| Varsity Tutors | Louisville, KY | Sep 2020 - Aug 2021 | < 1 |
| Western Kentucky University | Bowling Green, KY | Jul 2019 - Aug 2020 | 1 |
| Gatton Academy Of Mathematics And Science | Bowling Green, KY | Aug 2015 - May 2017 | 1 |
| South Oldham High School | Crestwood, KY | Aug 2013 - May 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2022 |
- MI
-
Total Assets Under Management605MILLIONS
-
Total Number of Accounts1,062ACCOUNTS
-
Average Account Value$569,227
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
FL, MI, TX, VA
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