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).
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Total Assets Under Management38MILLION
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Total Number of Accounts62ACCOUNTS
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Average Account Value$612,903
- A percentage of assets under your management
- Other
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
IA, MN, NE, TX
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.
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.
Joseph Vesey (CRD# 7419287) is an Investment Advisor Representative working at Clark Wealth Strategies, Inc. in Omaha, NE and has over 3 years of experience in the finance industry.