Michele R. Clark
ACROPOLIS INVESTMENT MANAGEMENT, L.L.C.
St. Louis, MO 63017
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CRD#: 2318155
Professional summary
Michele Rene' Clark, CFP®, who also goes by Michele R Clark, Michele Rene Clark, Michele Rene Schott, Michele Schott, is a registered financial advisor currently at ACROPOLIS INVESTMENT MANAGEMENT, L.L.C. located in St. Louis, Missouri.
Michele is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Michele has worked at 6 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.
Biography
Michele has appeared on or been quoted in such media outlets as The Wall Street Journal, Money Magazine, USA Today, Market Watch, US News & World Report.com, CNBC.com, The St. Louis Post Dispatch, Los Angeles Times, Financial Planning Magazine, St. Louis Public Radio, Yahoo Finance, St. Louis Magazine, and others.
She is a CERTIFIED FINANCIAL PLANNER™ professional, CHARTERED RETIREMENT PLANNING COUNSELOR™, and a NAPFA Registered Investment Advisor.
Michele has volunteered her time for financial literacy outreach at Financial Planning Days, Money Smart Week, Habitat for Humanity and others.
She is a member of the Financial Planning Association (FPA) and The National Association of Personal Financial Advisors (NAPFA.) Michele is on the Board of the FPA of Greater St. Louis and serves as the President.
Let’s talk about you, what you would like to accomplish, and how we can work together to make it happen. Call Michele today at 636-449-4900 or e-mail mc@acrinv.com.
Question & Answer
What are your service offerings?
Retirement Income Management
Tax Planning
Estate Planning
Retirement Planning
Investment Planning
Employee and Employer Plan Ben...
Comprehensive Financial Planni...
Do you have an area of expertise or specialization?
College/Education Planning
Retirement Plan Investment Adv...
Retirement Planning & Distribu...
Tax Planning
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
Michele R Clark | Michele Rene Clark | Michele Rene Schott | Michele Schott
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Michele Rene' Clark's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2011
Experience
Current
May 2, 2019 - Present
ACROPOLIS INVESTMENT MANAGEMENT, L.L.C.
Office #1: 14567 North Outer Forty Road Suite 200, St. Louis, MO 63017RIA
CRD#: 121307
St. Louis, MO
Past
October 12, 2010 - May 1, 2019
CLARK HOURLY FINANCIAL PLANNING AND INVESTMENT MANAGEMENT
RIA
CRD#: 154727
CHESTERFIELD, MO
Past
May 18, 1998 - August 26, 2008
CHARLES SCHWAB & CO., INC.
RIA
CRD#: 5393
CHESTERFIELD, MO
Past
November 29, 1996 - August 26, 2008
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
CHESTERFIELD, MO
Past
January 12, 1995 - November 15, 1996
BOATMEN'S INVESTMENT SERVICES, INC.
BD
CRD#: 17533
ST. LOUIS, MO
Past
March 8, 1994 - December 16, 1994
EDWARD JONES
BD
CRD#: 250
ST. LOUIS, MO
Past
February 8, 1993 - January 13, 1994
COMMERCE BROKERAGE SERVICES, INC.
BD
CRD#: 17140
CLAYTON, MO
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AI
ACROPOLIS INVESTMENT MANAGEMENT, L.L.C.
ACROPOLIS INVESTMENT MANAGEMENT, L.L.C. | ULLICO RETIREMENT SOLUTIONS ("URS")
CRD#: 121307 / SEC#: 801-61444
RIA
Registered Investment Advisory firm - (8/27/2002 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Missouri(5/2/2019)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
AI
ACROPOLIS INVESTMENT MANAGEMENT, L.L.C.
ACROPOLIS INVESTMENT MANAGEMENT, L.L.C. | ULLICO RETIREMENT SOLUTIONS ("URS")
CRD#: 121307 / SEC#: 801-61444
RIA
Registered Investment Advisory firm - (8/27/2002 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
14567 North Outer Forty Road Suite 200, Chesterfield, MO 63017
Mailing Address
Phone number
(888) 882-0072
Established
Firm type
Fiscal year end
# of Employees
43
SEC notice filing (24 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,767 |
| AUM (Assets Under Management) | $ 2,196,677,599 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/02/2025 | ||
| 02/27/2025 | ||
| 08/22/2023 | ||
| 12/28/2022 |
Red Flags
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Company Information
ACROPOLIS INVESTMENT MANAGEMENT, L.L.C.
CRD#: 121307St. Louis, MO 63017TRUST BUT VERIFY
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