Brennan Clark is a CFP-designated registered investment advisor, based in Jackson, MI, with 16 years of industry experience. Brennan is also registered as a broker, so some compensation may come from commissions on products sold.
Location
420 South Brown Street, Jackson, MI, 49203
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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.
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Brennan is an employee of Wealth Advisors, Ltd. DBA Paramount Wealth Management, Inc, dedicating full-time hours to client support and account monitoring. He also serves as a board member for the Ella Sharp Museum of Art and History and is a member of the Jackson Area Estate Planning Council, dedicating minimal time to each.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Royal Alliance Associates, INC.
Paramount Wealth Management, INC.
Royal Alliance Associates, INC.Broker
State Registrations15 states
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
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