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Lindsay A. Mcmillin

CLARK WEALTH PARTNERS, LLC·O'FALLON, Illinois
Unclaimed Profile
821 WEST HWY 50, O'FALLON, IL 62269CRD# 7548949Firm CRD# 321757
01

About

Lindsay A. Mcmillin is a registered financial advisor based in O'FALLON, Illinois, affiliated with CLARK WEALTH PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CLARK WEALTH PARTNERS, LLC
CLARK WEALTH PARTNERS, LLC
AUM
$170M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at CLARK WEALTH PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 7548949
Firm CRD# 321757
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Lindsay A. Mcmillin offer?
Lindsay A. Mcmillin specializes in Financial Planning, Investment Management. Contact their office in O'FALLON, Illinois for a consultation.
What are Lindsay A. Mcmillin's credentials?
Lindsay A. Mcmillin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lindsay A. Mcmillin located?
Lindsay A. Mcmillin is based in O'FALLON, Illinois, working with CLARK WEALTH PARTNERS, LLC. Their office serves clients in the O'FALLON metropolitan area and surrounding communities.
How does Lindsay A. Mcmillin charge for services?
Lindsay A. Mcmillin's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CLARK WEALTH PARTNERS, LLC?
CLARK WEALTH PARTNERS, LLC has approximately 4 employees and manages $170M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in O'FALLON
Kenneth Robert Diel — CAMBRIDGE CAPITAL MANAGEMENT, LLCNathaniel William Klitzing — CAMBRIDGE CAPITAL MANAGEMENT, LLCMichael Dewayne Clark — CLARK WEALTH PARTNERS, LLC
Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)
City Guides
CHICAGO GuideOAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
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