Paladin Research Report For:

Donald Clark

Personal Financial Group - LPL Financial

7007 College Blvd Suite 270
Overland Park, KS 66211

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
  • 5-9


Qualifications & Membership

Firm Information

Compensation and Fees

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


Additional Detailed Disclosures


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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