Zola Clark, financial advisor Madison WI

Zola Clark

CRD Number: 6671596
Current Firm: Creative Planning

Zola Clark (CRD# 6671596) is an Investment Advisor Representative working at Creative Planning in Madison, WI and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Creative Planning, LLC Madison, WI Oct 2022 - Current 1
Wipfli Financial Advisors, LLC Madison, WI Sep 2018 - Sep 2022 4
Morgan Stanley Private Bank, N.a. New York, NY Apr 2017 - Aug 2018 1
Morgan Stanley Madison, WI Feb 2017 - Aug 2018 1
Harbour Investments Madison, WI Jun 2016 - Jan 2017 < 1
Princeton Club Madison, WI Apr 2014 - Sep 2016 2
Walgreens Madison, WI Jan 2013 - Aug 2014 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2017
Contact Info for Zola M. Clark
Phone Number: (866) 909-5148
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    155,328
    MILLIONS
  • Total Number of Accounts
    222,474
    ACCOUNTS
  • Average Account Value
    $698,186
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
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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