Joseph Edward Vesey

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:

Current Employers

Clark Wealth Strategies, Inc

1918 N. 203Rd Street Suite 100, Omaha, NE 68022 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2026-08-04
TX	RA	APPROVED_RES	2024-01-03
MN	RA	APPROVED	2021-11-19

FL RA
APPROVED

Since 2026-08-04
TX RA
APPROVED_RES

Since 2024-01-03
MN RA
APPROVED

Since 2021-11-19

Branch Locations

Apple Valley, MN • United States

1918 N. 203Rd Street Suite 100, Omaha, NE 68022 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
First American Exchange Company	Minneapolis	MN	04/2018	Present
Chicago Title Insurance Company	Minneapolis	MN	12/2016	04/2018
Unemployed	Minneapolis	MN	04/2016	12/2016

04/2018 → Present

First American Exchange Company

Minneapolis, MN
12/2016 → 04/2018

Chicago Title Insurance Company

Minneapolis, MN
04/2016 → 12/2016

Unemployed

Minneapolis, MN

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2021-07-03

S65 Uniform Investment Adviser Law Examination

2021-07-03

View on SEC IAPD