Kevin R. Clark, CFP®, CIMA®, financial advisor Worthington OH
103 score

Kevin R. Clark, CFP®, CIMA®

Comprehensive Wealth Partners

CRD Number: 5173809
Current Firm: Ameriprise Financial Services, Inc.
Compensation Model: Both

Kevin Clark (CRD# 5173809) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Worthington, OH and has over 6 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Ameriprise Financial Services, Inc. Worthington, OH Feb 2018 - Current 1
Bank Of America N.a Columbus, OH Nov 2014 - Feb 2018 3
Merrill Lynch, Pierce, Fenner & Smith Incorporated Columbus, OH Sep 2014 - Feb 2018 3
Fidelity Brokerage Services LLC Covington, KY Apr 2012 - May 2014 2
State Automobile Mutual Insurance Company Columbus, OH Oct 2011 - Apr 2012 < 1
Professional Insurance Agents Association Of Ohio Gahanna, OH Jun 2011 - Aug 2011 < 1
Ohio Northern University Ada, OH Sep 2007 - May 2011 3
Exam Code Name Passed Date
S7 General Securities Representative Examination (GS) Jul 2012
S63 Uniform Securities State Law Examination Jul 2012
S65 NASAA Investment Advisors Law Examination Nov 2014
Contact Info for Kevin R. Clark, CFP®, CIMA®
By the Numbers
  • Total Assets Under Management
    248,322
    MILLIONS
  • Total Number of Accounts
    1,393,263
    ACCOUNTS
  • Average Account Value
    $178,230
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 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Firm Disclaimer:

Ameriprise Financial and its representatives do not provide tax or legal advice. Consult with your tax advisor or attorney regarding your specific situation.

 

Products from RiverSource and Columbia Threadneedle Investments are offered by affiliates of Ameriprise Financial Services, Inc. Investment advisory products and services are made available through Ameriprise Financial Services, Inc., a registered investment adviser. Ameriprise Financial Services, Inc. Member FINRA and SIPC.

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BADGES
103
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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