David Brook Clark

Employer firm

Clark Wealth Strategies, Inc CRD 146090

$53.0M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Pension consulting
• 1031 EXCHANGE CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2008 → Present
  Clark Wealth Strategies, Inc.
  Omaha, NE

Previous Registrations

• 2002-07-18 → 2008-01-03
  True Measure Wealth Management
  Omaha, NE
• 2001-07-20 → 2002-07-13
  Wells Fargo Investments, Llc
  San Diego, CA

Other Businesses

DAVID B. CLARK IS AN OWNER/PARTNER IN WEST OMAHA FILMS, LLC, A NON-INVESTMENT-RELATED FILM PRODUCTION COMPANY WITH A BUSINESS ADDRESS OF 20840 Timberlane Drive Elkhorn, NE 68022. MR. CLARK SPENDS APPROXIMATELY 10 HOURS/MONTH ON THIS BUSINESS. MR. CLARK IS ALSO AN OWNER/PARTNER IN OMAHA BEACH, LLC, A REAL ESTATE INVESTMENT-RELATED BUSINESS WITH A BUSINESS ADDRESS OF 20840 Timberlane Drive Elkhorn, NE 68022. HE SPENDS LESS THAN 5 HOURS/MONTH ON THIS BUSINESS. MR. CLARK IS ALSO A PARTNER IN THE CLARK FAMILY LIMITED PARTNERSHIP WITH A BUSINESS ADDRESS OF 20840 Timberlane Drive Elkhorn, NE 68022. HE SPENDS LESS THAN 10 HOURS/MONTH ON THIS BUSINESS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-05-25
• S63 Uniform Securities Agent State Law Examination
  1996-12-31

Other Names

• Dave Clark