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Clarke Financial Counsel, LLC CRD 325122
54 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Whitefish Bay, WI • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-10-06 |
Branch Locations
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Strategies, Incorporated | Brookfield | WI | 12/2015 | Present |
| Clarke Financial Counsel, Llc | Milwaukee | WI | 01/2023 | Present |
Brian Clarke is registered as an Investment Adviser Representative of Financial Strategies, Inc. and provides advisory services to clients of that firm. This activity accounts for up to 50% of his time during normal trading hours. Advisory services provided to clients of Financial Strategies, Inc. are separate from any services provided to clients of CFC and will not create a conflict of interest.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-11-20 |
| S63 | Uniform Securities Agent State Law Examination | 1996-06-13 |
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