Brian Clarke
Brian Clarke is a CFP-designated registered investment advisor at Clarke Financial Counsel, LLC, based in Whitefish Bay, WI, with 21 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 7 more.
Compensation
Firm Size
IM Fee
Fee Structure
Clarke Financial Counsel offers annual reviews of your financial plan, typically taking 3-10 hours at their hourly rate of $325/hour, or $975 - $3,250 per review.
- Comprehensive Financial Planning: Fixed fees range from $3,250 - $13,000, depending on complexity and scope.
- Project-Based Financial Planning: Billed at $325 per hour, for 1-20 hours of work, or $325 - $6,500 total.
Contact
Brian Clarke
Location
Whitefish Bay, WI
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
February 2015Other Business Activities
Brian is registered as an Investment Adviser Representative of Financial Strategies, Inc., dedicating about half of his time to this activity. He provides advisory services to clients of Financial Strategies, Inc., which are separate from services provided to clients of CFC.
Employment History
Current Registrations
Clarke Financial Counsel, LLC
Previous Registrations
Financial Strategies, INC.
PNC Investments
VALIC Financial Advisors, INC.
State Registrations1 state
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
Additional Information
He provides great client service to make sure that all clients are satisfied with their plan. Brian is a NSPFA Registered Financial Planner. He has a Bachelor of Science degree from University of Dayton and a Master of Business Administration from DePaul University. With a CFP and almost 20 years of experience in the field.