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CLARK WEALTH PARTNERS, LLC
CLARK WEALTH PARTNERS, LLC
O'FALLON, Illinois
·
2 registered advisors
·
CRD# 321757
SEC# 801-125783
0
618-607-4101
01
Firm Overview
AUM
$170M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at CLARK WEALTH PARTNERS, LLC
2 registered advisors
Lindsay A. Mcmillin
O'FALLON, Illinois
CRD# 7548949
Michael Dewayne Clark
O'FALLON, Illinois
CRD# 4412807
05
Office Locations
O'FALLON, Illinois
2 advisors
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Data sourced from SEC Form ADV filings. CLARK WEALTH PARTNERS, LLC (CRD# 321757) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.