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

Kevin R. Clark, CFP®, CIMA®

Comprehensive Wealth Partners

CRD Number: 5173809
Current Firm: Ameriprise Financial Services, LLC
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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Company Name Location Dates Years
Ameriprise Financial Services, LLC Worthington, OH Feb 2018 - Current 6
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
Unemployed Blacklick, OH May 2014 - Sep 2014 < 1
Fidelity Brokerage Services LLC Covington, KY Apr 2012 - May 2014 2
Exam Code Name Passed Date
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
    414,380
    MILLIONS
  • Total Number of Accounts
    1,953,584
    ACCOUNTS
  • Average Account Value
    $212,113
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
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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