Clark Wealth Strategies, Inc.

Clark Wealth Strategies, Inc. (CRD# 146090) is a financial advisory firm headquartered in Omaha, NE. They manage $38,000,000 in 62 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
1918 N. 203rd Street, Suite 100, Omaha, NE 68022
https://www.linkedin.com/in/david-b-clark-505a1051
By the Numbers
  • Total Assets Under Management
    38
    MILLION
  • Total Number of Accounts
    62
    ACCOUNTS
  • Average Account Value
    $612,903
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IA, MN, NE, TX

Financial Advisors at Clark Wealth Strategies, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
David Clark, financial advisor Omaha NE
David B. Clark
CRD#: 2836304
1918 N. 203rd Street, Suite 100, Omaha, NE 68022

David Clark (CRD# 2836304) is an Investment Advisor Representative working at Clark Wealth Strategies, Inc. in Omaha, NE and has over 27 years of experience in the finance industry.

2
Isaiah Olson, financial advisor Elkhorn NE
Isaiah N. Olson
CRD#: 6770171
1918 N 203rd Street, Suite 100, Elkhorn, NE 68022

Isaiah Olson (CRD# 6770171) is an Investment Advisor Representative working at Clark Wealth Strategies, Inc. in Elkhorn, NE and has 1 year of experience in the finance industry.

3
Joseph Vesey, financial advisor Apple Valley MN
Joseph E. Vesey
CRD#: 7419287
Apple Valley, MN

Joseph Vesey (CRD# 7419287) is an Investment Advisor Representative working at Clark Wealth Strategies, Inc. in Apple Valley, MN and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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