Kevin Clark, financial advisor Holland MI

Kevin Clark

CRD Number: 1070464
Current Firm: West Michigan Advisors, LLC

Kevin Clark (CRD# 1070464) is an Investment Advisor Representative working at West Michigan Advisors, LLC in Holland, MI and has over 41 years of experience in the finance industry.

Similar Advisors
Riley Aalderink, financial advisor Holland MI
Riley S. Aalderink
CRD# 6504831
Advisory Alpha, LLC
Similar Advisors
Craig Ackermann, financial advisor Holland MI
Craig A. Ackermann
CRD# 4187403
Stewardship Trust Advisors
Similar Advisors
Todd Ackermann, financial advisor Holland MI
Todd W. Ackermann
CRD# 2030049
Stewardship Trust Advisors
Company Name Location Dates Years
West Michigan Advisors, LLC Holland, MI Feb 2021 - Current 3
West Michigan Community Bank Hudsonville, MI Mar 2011 - Jan 2022 10
Cantella & Company, Inc. Malden, MA Apr 2021 - Oct 2021 < 1
Raymond James & Associates, Inc. Holland, MI Jun 2017 - Apr 2021 3
Raymond James & Associates, Inc. Grand Rapids, MI Sep 2016 - Jun 2017 < 1
Raymond James & Associates, Inc. Holland, MI Aug 2007 - Sep 2016 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1982
S65 NASAA Investment Advisors Law Examination Sep 2000
Disclosure Information

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
Contact Info for Kevin H. Clark
Phone Number: (616) 820-1040
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    495
    MILLIONS
  • Total Number of Accounts
    3,079
    ACCOUNTS
  • Average Account Value
    $160,694
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, FL, IL, IN, KY, LA, MI, OH, TX

Ready to hire a financial advisor? Get competitive proposals from Kevin Clark and other advisors.
BADGES

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 derived from SEC.gov data covering 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.

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.