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.
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.
Mason Clark
Mason Clark is a wealth strategist with Personal Financial Group. Mason worked with PFG as an intern and moved his way up to an advisor role after passing his Securities Industry Essentials Exam (SIE), Series 7, and Series 66 exams that he currently holds through LPL Financial. Mason is also fully licensed in Life & Health insurance. Mason graduated college from The University of Kansas with a bachelor's degree in Business Administration. While attending The University of Kansas School of Business, Mason focused his core studies on Finance. Mason works on the team as a wealth strategist, financial planner, and sits on the PFG Investment Committee. Mason works with young investors getting them on the right path to retirement, pre-retirees and retirees. Mason has completed the coursework and plans to sit for the CERTIFIED FINANCIAL PLANNER exam soon.
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 |
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% |
Disclosures |
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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. LPL ADV 2A https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf Additional Detailed Disclosures |
Disclaimer |
| Securities and Investment Advice offered through LPL Financial, member FINRA/SIPC. Personal Financial Group is a separate entity from LPL Financial. |
Registered Representative:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| 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 |
| PFG and Don's team serves communities all around the country with locations in Kansas and Missouri. |
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