Michael Clark (CRD# 4412807) is an Investment Advisor Representative working at Clark Wealth Partners, LLC in O'fallon, IL and has over 19 years of experience in the finance industry.
CRD# 6306558
Toberman Becker Wealth, LLC
CRD# 5259774
Moneta Group Investment Advisors, LLC
CRD# 2390400
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Clark Wealth Partners, LLC | O'fallon, IL | Oct 2016 - Current | 7 |
| Visionary Wealth Advisors | Edwardsville, IL | Jul 2016 - May 2022 | 5 |
| Tmfs Advisors, LLC | Overland Park, KS | Jul 2015 - Jul 2016 | 1 |
| The Mutual Fund Store-st. Louis, LLC | Overland Park, KS | Jan 2007 - Aug 2015 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2004 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2007 |
- IL
- TX
-
Total Assets Under Management170MILLIONS
-
Total Number of Accounts1,077ACCOUNTS
-
Average Account Value$157,521
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, IL, MO, NE, TX
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