Zola Maxine Clark

Employer firm

Creative Planning CRD 105348

$296B regulatory AUM 1,767 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 02/2017 → 08/2018
  Morgan Stanley
  Madison, WI
• 04/2014 → 09/2016
  Princeton Club
  Madison, WI
• 06/2016 → 01/2017
  Harbour Investments
  Madison, WI
• 04/2017 → 08/2018
  Morgan Stanley Private Bank, N.A.
  New York, NY
• 09/2018 → 09/2022
  Wipfli Financial Advisors, Llc
  Madison, WI
• 10/2022 → Present
  Creative Planning, Llc
  Madison, WI

Previous Registrations

• 2018-09-06 → 2022-10-12
  Wipfli Financial Advisors, Llc
  Madison, WI
  Milwaukee, WI
• 2017-06-01 → 2018-08-28
  Morgan Stanley
  Middleton, WI

Exams

• S66 Uniform Combined State Law Examination
  2017-06-01

Other Names

• Zola Clark
• Zola M Clark