Aaron Clark, financial advisor Scottsdale AZ

Aaron Clark

CRD Number: 5105909
Current Firm: Mariner Wealth Advisors

Aaron Clark (CRD# 5105909) is an Investment Advisor Representative working at Mariner Wealth Advisors in Scottsdale, AZ and has over 17 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Mariner Wealth Advisors Scottsdale, AZ Nov 2019 - Current 4
Msec, LLC Scottsdale, AZ Nov 2019 - Current 4
Bok Financial Securities, Inc. Scottsdale, AZ May 2011 - Nov 2019 8
Bokf, Na Scottsdale, AZ May 2009 - Nov 2019 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2007
S65 NASAA Investment Advisors Law Examination Mar 2006
Contact Info for Aaron S. Clark
Phone Number: 913-904-5700
Registered State(s):
  • AZ
  • CO
  • TX
By the Numbers
  • Total Assets Under Management
    65,875
    MILLIONS
  • Total Number of Accounts
    112,465
    ACCOUNTS
  • Average Account Value
    $585,734
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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
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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