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Clark Wealth Partners, LLC

Tel: 618-607-4101
821 West Hwy 50
Suite 204
Ofallon, IL 62269
Clark Wealth Partners, LLC | Financial Advisor in Ofallon ,IL

Connecting Life + Money in a Meaningful Way

About Clark Wealth Partners, LLC

At Clark Wealth Partners our focus is on helping our clients create balance - enjoy life now while preparing for a meaningful future. We are your financial advocate. We quarterback your larger financial picture to maximize efficiency and financial freedom. Step outside the box of traditional wealth management and start living today.

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General Information

Firm Start Year:   2022
No. of Employees:   2-4
Insurance License#:   5073579
Name of Custodial Firm:   Charles Schwab
States Licensed in:   IL, MO, FL, TX, NE
Number of Years with Current Firm:   1
Work Experience:   08/2022 - Present: Founder | CEO of Clark Wealth Partners, LLC 07/2016 - 07/2022: Partner | Senior Wealth Advisor at Visionary Wealth Advisors 01/2007 - 06/2016: Senior Vice President of Investments at The Mutual Fund Store 05/2003 - 12/2006: Investment Representative at Edward Jones
Work with the following types of clients:   Non-Profit Organizations, Individual Investors, Businesses, Investment Clubs
Foreign Languages Serviced:   English
Advisory Services Provided:   Financial Advice & Consulting, Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Estate Planning & Trusts


Investment Types:   Alternative Investments, Exchange Traded Funds (ETFs), Bonds, Options & Futures, Stocks, Annuities, Insurance, Mutual Funds, Socially Responsible Investments (SRI)
Can meet clients in the following ways:   Your Home, Our Office, Phone, Email, Your Office, Video Conference

Qualifications & Memberships

Insurance and Annuity Licenses:   Long Term Care, Life, Health, Annuity, Accident, Casualty, Property, Disability

Firm Information

Firm's Number of Clients:   250
Firm's Number of Planning Clients:   250
Firm's Number of Managed Clients:   250
Assets Managed by Firm:   150000000
Advisor's Number of Clients:   250
Advisor's Number of Managed Clients:   250
Advisor's Number of Planning Clients:   250
Assets Managed by Advisor:   $150000000

Compensation and Fees

Fee Structure:   Fee-Based
Minimum Portfolio Size for New Managed Accounts:   $50000
Compensation Methods:   Based on Assets
Fee % Based on Assets:   0.40-1.25%
Hourly Rate:   $0
Minimum Fee Charged for Managed Accounts:   $0
Minimum Fee Charged for Hourly Planning Accounts:   $0

Board Positions

Organization :   Leadership Council of Southwest Illinois, Godfrey, IL
Position :   Board Member
Duration :   09/01/2017-Present
Organization :   Karla Smith Behavioral Health, O'Fallon, IL
Position :   Board Member
Duration :   09/01/2018-Present
Organization :   Caritas Family Solutions, Belleville, IL
Position :   Board Member
Duration :   06/01/2022-Present


Bachelor of Arts  - Finance   Lindenwood University  - St. Charles, MO


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Additional Detailed Disclosures



Registered Investment Advisor:


Acknowledged fiduciary:


Compliance Disclosures in Last 5 years:

I have a clean record

Criminal Disclosures in Last 5 years:

I have a clean record

Office Hours

Mon. 8:00 AM - 5:00 PM
Tue. 8:00 AM - 5:00 PM
Wed. 8:00 AM - 5:00 PM
Thu. 8:00 AM - 5:00 PM
Fri. 8:00 AM - 5:00 PM

Communities Served

Missouri, Illinois, Florida, California, Kansas, Nebraska, Texas, Colorado, Kentucky, Tennessee, Ohio, Arkansas

Awards & Recognitions

Awards & Recognitions 2018-2022 Five Star Wealth Manager

To receive the Five Star Wealth Manager award, a wealth manager must satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients. Factors taken into account include assets under management and client retention rate. Candidates also undergo a thorough regulatory and complaint review. Five Star Professional: Conducts comprehensive research Recognizes service professionals Partners with leading city/regional magazines Helps award winners gain the recognition they deserve

Voted as 1 of 25 "Best Wealth Manager" in 2020 by the St. Louis Business Monthly.

Compensation Arrangements

Check Money Order
Bank Transfer

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