Kari Clark is a registered investment advisor at Stadia Financial LLC, based in Kamuela, HI, with 5 years of industry experience. Kari operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 0.85% |
| $10M+ | 0.65% |
Fee Estimator
Location
65-1230 Mamalahoa Hwy, Suite D-21, Kamuela, HI, 96743
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
Kari is the Director of Operations for Stadia Capital Group, LLC, a private placement fund, since February 2023. Kari spends about 10-20% of their time on operations, payroll, and accounting duties.
Employment History
Current Registrations
Stadia Financial LLC
Previous Registrations
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.