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CFP
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CFP

Donald Clark

LPL Financial LLC
35 Years of Experience
Overland Park, KS
BrokerSells Insurance
View SEC Summary
View SEC Summary

Donald Clark is a CFP-designated registered investment advisor at LPL Financial LLC, based in Overland Park, KS, with 35 years of industry experience. Donald is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

7007 College Blvd Ste 270, Overland Park, KS, 66211

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Donald is involved in several business activities, including CFA Oil LLC (family business), health insurance sales, and DBAs for his LPL business (Personal Financial Group and Clark Wealth Management). He also dedicates minimal time to authoring books and a few hours per week to OpuVest.

Employment History
Current Registrations
LPL Financial LLC
March 2018 - Present · 8 yrs 7 mos
LPL Financial LLCBroker
November 2009 - Present · 16 yrs 11 mos
LPL Financial LLC
November 2009 - Present · 16 yrs 11 mos
Previous Registrations
Personal Financial Group
January 2017 - June 2019 · 2 yrs 5 mos
Personal Financial Group
December 2009 - December 2016 · 7 yrs
Sagepoint Financial, INC.
October 2005 - December 2009 · 4 yrs 2 mos
Sagepoint Financial, INC.Broker
October 2005 - December 2009 · 4 yrs 2 mos
Sunamerica Securities, INC.
January 2004 - October 2005 · 1 yr 9 mos
Sentra Securities CorporationBroker
April 2003 - December 2005 · 2 yrs 8 mos
Personal Investment Group, INC
May 1998 - December 2004 · 6 yrs 7 mos
Personal Investment Group, INC
May 1998 - December 2003 · 5 yrs 7 mos
Sunamerica Securities, INC.Broker
March 1998 - October 2005 · 7 yrs 7 mos
Ids Life Insurance CompanyBroker
August 1991 - March 1998 · 6 yrs 7 mos
American Express Financial Advisors INC.Broker
August 1991 - March 1998 · 6 yrs 7 mos
State Registrations46 states
AKALARAZCACOCTDCFLGAIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNENHNJNMNVNYOHOKORPASCSDTNTXUTVAWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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