DonaldClark- Financial Advisor Overland Park, KS

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About Donald Clark

THE SOPHISTICATION OF WALL STREET INVESTING. MIDWESTERN VALUES. We work in a technical industry that requires analytical and strategic thinking. Your wealth management strategy must be able to withstand today's economic environment and tomorrow's too! That doesn't simply happen by accident. It happens because the professionals at Personal Financial Group are dedicated stewards of your success. It's a task we do not take lightly. We provide academically sound financial planning, rooted in the experience of seasoned and personable financial planners. Our aim is to effectively guide the management of our client's wealth and wealth distribution. While we manage your assets with the precision of Wall Street fund managers, we make certain that our Midwestern values are kept close.

See Disclosures

General Information

Firm Start Year

1998

No. of Employees

CRD#

2139602

Firm CRD#

6413

Insurance License#

706588

Name of Broker/Dealer

LPL Financial

Name of Custodial Firm

LPL Financial

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

Don earned his Master's Degree in Business Administration from Rockhurst University, and his Bachelor's Degree from the University of Kansas. He has also earned the elite professional certification of CERTIFIED FINANCIAL PLANNER^™ (CFP^®) through his studies at the College of Financial Planning. Don currently holds the Series 7, 24, 53, 63 and 65 registrations through LPL Financial and is also licensed in Life and Health Insurance.

Work with the following types of clients

Businesses, Individual Investors

Foreign Languages Serviced

English

Advisory Services Provided

Financial Planning for Businesses, Tax Advice and Services, Legal Advice and Services, Financial Planning for Individuals, Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Education Funding and Planning, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning

Compliance

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®

Securities Licenses

Series 7, Series 24, Series 53, Series 63, Series 65

Insurance and Annuity Licenses

Variable Life, Disability, Annuity, Health, Life, Variable Annuity, Long Term Care

Firm Information

Firm's Number of Clients

5460

Firm's Number of Planning Clients

Firm's Number of Managed Clients

1228

Assets Managed by Firm

$739,878,705

Advisor's Number of Clients

2700

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Assets Managed by Advisor

$286,421,111

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$25,000

Compensation Methods

Based on Assets, Commissions

Fee % Based on Assets

Minimum Fee Charged for Managed Accounts

Minimum Fee Charged for Hourly Planning Accounts

Disclosures

PaladinRegistry.com provides referrals to financial professionals of LPL Financial, LLC (LPL). PaladinRegistry.com is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay PaladinRegistry.com cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

LPL ADV 2A

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/wiseradvisor/wiseradvisor-lpl-detailed-disclosures.pdf

Disclaimer

Securities and Investment Advice offered through LPL Financial, member FINRA/SIPC. Personal Financial Group is a separate entity from LPL Financial.

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Paladin Research Report For:

Donald Clark

Personal Financial Group - LPL Financial