Your partner in financial success

ABOUT 

My name is David Clark. I graduated from University of Wisconsin-Madison with a Bachelor of Science in economics and a business certificate from the Wisconsin School of Business in 2015. I was selected to enroll in the Edward Jones' Financial Advisor Career Development Program before becoming a financial advisor with Edward Jones in 2016 through 2024.  In addition, I spent time attending the College for Financial Planning to earn the AAMS™ designation as well as the CRPC™. These professional designations enable me to better focus on clients’ pre-and post-retirement needs.  In late 2024 I made the change to become an independent wealth planner affiliated with LPL Financial. 
 
As a financial planner, I am dedicated to providing holistic and personalized wealth planning services.  I strive to understand your unique financial situation to tailor my services to meet your specific needs and aspirations. I firmly believe that a high level of personal service and a close partnership with an advisor who understands their complete situation is the best way to care for someone’s financial well-being. If you'd like to explore what this experience might mean for you, please reach out and schedule a complimentary review. 

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When I’m not working; I enjoy spending time hiking and exploring the PNW with my wife Katie and our dog Tenney. I enjoy coaching hockey, golfing, and volunteering at causes near and dear to me like Fences for Fido.