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Jeanna Clark

16 Years of Experience
Elizabethtown, KY

Jeanna Clark is a registered investment advisor at Lfg Wealth Partners, LLC, based in Elizabethtown, KY, with 16 years of industry experience. Jeanna operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 360 clients with $190M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
360 clients
Average Client Portfolio
$530K average
Assets Under Management
$190.7M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.50%
$500K - $2.5M1.30%
$2.5M+1.00%

LFG combines the account values of family members living in the same household to determine the applicable advisory fee. LFG also reserves the right to reduce or waive fees at its discretion.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2905 Ring Road, Elizabethtown, KY, 42701

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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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Employment History
Current Registrations
Lfg Wealth Partners, LLC
October 2024 - Present · 1 yr 6 mos
Previous Registrations
Northwestern Mutual Investment Services,llc
November 2020 - October 2021 · 11 mos
Northwestern Mutual Investment Services, LLCBroker
November 2020 - May 2024 · 3 yrs 6 mos
Robert W. Baird & CO. IncorporatedBroker
October 2019 - October 2020 · 1 yr
Robert W. Baird & CO. Incorporated
October 2019 - October 2020 · 1 yr
J.J.B. Hilliard, W.L. Lyons, LLC
January 2015 - October 2019 · 4 yrs 9 mos
J.J.B. Hilliard, W.L. Lyons, LLCBroker
January 2015 - October 2019 · 4 yrs 9 mos
Northwestern Mutual Investment Services, LLCBroker
September 2011 - January 2015 · 3 yrs 4 mos
Northwestern Mutual Investment Services,llc
September 2011 - January 2015 · 3 yrs 4 mos
J.J.B. Hilliard, W.L. Lyons, LLC
October 2009 - July 2011 · 1 yr 9 mos
J.J.B Hilliard, W.L. Lyons, LLCBroker
December 2008 - July 2011 · 2 yrs 7 mos
State Registrations1 state
KY
Advisor

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.
Jeanna Clark - Financial Advisor | TrueAdvisor