Todd M. Clark

ATLAS CAPITAL MANAGEMENT CORP

Ft Wayne, IN 46845-1270

Some features on this profile are disabled

CRD#: 3168322

Professional summary

Todd Matthew Clark is a registered financial advisor currently at ATLAS CAPITAL MANAGEMENT CORP located in Ft Wayne, Indiana.

Todd is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Todd has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

1. TODD M. CLARK ACCOUNTING. 11130 COLDWATER ROAD, SUITE 104, FORT WAYNE, INDIANA 46845. TAX ADVISOR (1099 MISC INCOME). DUTIES: PROVIDES TAX PREPARATION FOR INDIVIDUALS AND BUSINESSES. START DATE: 10/15/2015. APPROX 200 HRS./MONTH DURING SEASONAL TAX TIME. 2. JMC REAL ESTATE PARTNERS, LLC. 11130 COLDWATER ROAD, SUITE 104, FORT WAYNE, INDIANA 46845. OWNS AND LEASES 1 COMMERCIAL BUILDING. START DATE: 03/14/2006, APPROXIMATE 2 HOURS PER MONTH.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Todd Matthew Clark's CRS (Customer Relationship Summary).

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®

None

Experience

Current

October 14, 2015 - Present

ATLAS CAPITAL MANAGEMENT CORP

Office #1: 11130 Coldwater Road Suite 104, Ft Wayne, IN 46845-1270

RIA

CRD#: 106107

Ft Wayne, IN

Past

January 1, 2015 - November 3, 2015

AMERICAN PORTFOLIOS ADVISORS, INC

RIA

CRD#: 112697

HOLBROOK, NY

Past

June 29, 2007 - October 12, 2015

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

CRD#: 18487

FORT WAYNE, IN

Past

January 6, 2003 - July 3, 2007

QUESTAR CAPITAL CORPORATION

CRD#: 43100

FORT WAYNE, IN

Past

September 23, 1999 - January 6, 2003

HORACE MANN INVESTORS, INC.

CRD#: 11643

SPRINGFIELD, IL

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".

ATLAS CAPITAL MANAGEMENT CORP

CRD#: 106107 / SEC#: 801-47277

RIA

Registered Investment Advisory firm - (8/19/1994 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

Indiana
(10/14/2015)

IAR

Michigan
(3/6/2024)

IAR

Minnesota
(3/4/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/30/2014

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/13/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/12/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/11/2005

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 9/22/1999

Investment Company Products/Variable Contracts Representative Examination

Current Firm

ATLAS CAPITAL MANAGEMENT CORP

CRD#: 106107 / SEC#: 801-47277

RIA

Registered Investment Advisory firm - (8/19/1994 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

11130 Coldwater Road Suite 104, Ft Wayne, IN 46845-1270

Mailing Address

Phone number

(260) 637-2857

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (31 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2A BROCHURE ATLAS 5.20.25 (9/17/2025)

2B BROCHURE FLORES 6.25V1 (6/18/2025)

Regulatory assets under management

Total Number of Accounts	3,261
AUM (Assets Under Management)	$ 562,632,463

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Kenneth Christie

SPECTRUM WEALTH ADVISORY GROUP, LLC

IAR

Granite Bay, CA

Raylonte Roach

EAGLE STRATEGIES LLC

IAR

BETHESDA, MD

Ewa Ulanowska

SECURITIES AMERICA, INC.

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Todd M. Clark

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Todd Matthew Clark's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMERICAN PORTFOLIOS ADVISORS, INC

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

QUESTAR CAPITAL CORPORATION

HORACE MANN INVESTORS, INC.

Primary Firm SEC Registration

ATLAS CAPITAL MANAGEMENT CORP

State Registrations and Notice Filings

Exams

Series 65

Date: 12/30/2014

Series 63

Date: 11/13/2002

SIE

Date: 10/12/2015

Series 7

Date: 5/11/2005

Series 6

Date: 9/22/1999

Current Firm

ATLAS CAPITAL MANAGEMENT CORP

Contact information

SEC notice filing (31 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ATLAS CAPITAL MANAGEMENT CORP

TRUST BUT VERIFY

Similar Advisors