Vetted Advisor's Table

Donald Clark, CFP®
Personal Financial Group - LPL Financial

Tel: 913-213-6907
7007 College Blvd Suite 270
Overland Park, KS 66211
Personal Financial Group - LPL Financial | Financial Advisor in Overland Park ,KS

Personalized Service. Sophisticated Strategies.

About Donald Clark

Don Clark is a CERTIFIED FINANCIAL PLANNER professional and a NFLPA Registered Player Financial Advisor, a Managing Principal through LPL Financial and President of Personal Financial Group. Don has been in the financial industry since 1991. During that time, he has developed long-term relationships with his clients by emphasizing a comprehensive approach to financial planning that focuses on client service. The focus of Don's practice is on risk adjusted returns, working towards goals and developing a trustworthy relationship with pre-retirees, retirees, executives, doctors, business owners and professional athletes and entertainers.

About Personal Financial Group - LPL Financial

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.

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General Information

Firm Start Year:   1998
No. of Employees:   5-9
Insurance License#:   706588
Name of Broker/Dealer:   LPL Financial
Name of Custodial Firm:   LPL Financial
Number of Years with Current Firm:   15
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:   Individual Investors, Businesses
Foreign Languages Serviced:   English
Advisory Services Provided:   Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Legal Advice and Services, Tax Advice and Services


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

Qualifications & Memberships

Insurance and Annuity Licenses:   Variable Life, Long Term Care, Variable Annuity, Life, Health, Annuity, Disability

Firm Information

Firm's Number of Clients:   5460
Firm's Number of Planning Clients:   200
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:   452
Advisor's Number of Planning Clients:   100
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:   1%
Minimum Fee Charged for Managed Accounts:   1%
Minimum Fee Charged for Hourly Planning Accounts:   1%


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


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

Office Hours

Mon. 8:00 AM - 4:30 PM
Tue. 8:00 AM - 4:30 PM
Wed. 8:00 AM - 4:30 PM
Thu. 8:00 AM - 4:30 PM
Fri. 8:00 AM - 3:00 PM

Communities Served

PFG and Don's team serves communities all around the country with locations in Kansas and Missouri.

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