Inactive

Andrea Jane Clark

The Table Financial Planning LLC

Fountain Hills, AZ

CRD 6895668

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Employer firm

The Table Financial Planning LLC CRD 291812

$75.0M regulatory AUM 28 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Educational seminars

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

Current Employers

The Table Financial Planning Llc

Fountain Hills, AZ • United States

Current Registrations

Authority	Category	Status	Date
UT	RA	APPROVED	2026-08-17
CO	RA	APPROVED	2026-06-29
FL	RA	APPROVED	2025-03-19
IA	RA	APPROVED	2024-03-13
VA	RA	APPROVED	2023-06-29
CA	RA	APPROVED	2022-04-08
TX	RA	APPROVED_RES	2020-07-13
AZ	RA	APPROVED	2018-08-22

UT RA
APPROVED

Since 2026-08-17
CO RA
APPROVED

Since 2026-06-29
FL RA
APPROVED

Since 2025-03-19
IA RA
APPROVED

Since 2024-03-13
VA RA
APPROVED

Since 2023-06-29
CA RA
APPROVED

Since 2022-04-08
TX RA
APPROVED_RES

Since 2020-07-13
AZ RA
APPROVED

Since 2018-08-22

Branch Locations

Fountain Hills, AZ • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

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

Employment History

Organization	City	State	From	To
The Table Financial Planning Llc	Andover	KS	11/2017	Present
Zeiders Enterprises	Woodbridge	VA	09/2012	01/2023

11/2017 → Present

The Table Financial Planning Llc

Andover, KS
09/2012 → 01/2023

Zeiders Enterprises

Woodbridge, VA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2017-09-11

S65 Uniform Investment Adviser Law Examination

2017-09-11

Designations

Certified Financial Planner

Other Names

Andrea Clark
Andrea Anfinson

View on SEC IAPD

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