Unclaimed Profile

Clark Gregory Frese

ASSET STRATEGY RETIREMENT PLAN CONSULTANTS, LLC·CAMP HILL, Pennsylvania

Series 1, Series 24Clean record25 years registeredASSET STRATEGY RETIREMENT PLAN CONSULTANTS, LLC

3500 MARKET STREET, SUITE 102, CAMP HILL, PA 17011CRD# 214135Firm CRD# 147982

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Clark Gregory Frese · CAMP HILL, PA

Registration

CRD #214135 · ASSET STRATEGY RETIREMENT PLAN CONSULTANTS, LLC · 25 years registered

Brand Profile

Not yet started

Career History

ASSET STRATEGY RETIREMENT PLAN CONSULTANTS, LLC

Nov 2009 – present

ASSET STRATEGY CONSULTANTS LLC

Mar 2008 – Mar 2022

MECHANICSBURG, PA

ASSET STRATEGY RETIREMENT CONSULTANTS, LLC

May 2006 – Dec 2008

HARRISBURG, PA

INVESMART ADVISORS INC

Jan 2001 – Jun 2003

MECHANICSBURG, PA

Registrations & Exams

FINRA examinations passed

Series 1

Series 24

Registration record

First registered · January 5, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ASSET STRATEGY RETIREMENT PLAN CONSULTANTS, LLC

CRD 147982 · SEC 801-113160

AUM

$76M

Regulatory assets under management

Employees

389 client accounts

Services offered by ASSET STRATEGY RETIREMENT PLAN CONSULTANTS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ASSET STRATEGY RETIREMENT PLAN CONSULTANTS, LLC →

Introduction

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Frequently Asked Questions

What services does Clark Gregory Frese offer?

Clark Gregory Frese specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in CAMP HILL, Pennsylvania for a consultation.

What are Clark Gregory Frese's credentials?

Clark Gregory Frese is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Clark Gregory Frese located?

Clark Gregory Frese is based in CAMP HILL, Pennsylvania, working with ASSET STRATEGY RETIREMENT PLAN CONSULTANTS, LLC. Their office serves clients in the CAMP HILL metropolitan area and surrounding communities.

How does Clark Gregory Frese charge for services?

Clark Gregory Frese's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ASSET STRATEGY RETIREMENT PLAN CONSULTANTS, LLC?

ASSET STRATEGY RETIREMENT PLAN CONSULTANTS, LLC has approximately 5 employees and manages $76M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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