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KC

Kari W. Clark

STADIA FINANCIAL LLC
KAMUELA, HI 96743
Some features on this profile are disabled
CRD#: 4428828
KC

Professional summary

Kari Westly Clark, who also goes by Kari VIrginia Kahalca, Kari Westly Waldhaus, Kari Virginia Westly, is a registered financial advisor currently at STADIA FINANCIAL LLC located in Kamuela, Hawaii.

Kari is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Kari has worked at 3 firms and has passed the Series 65, Series 66, Series 63, Series 7 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Kari Virginia Kahalca | Kari Westly Waldhaus | Kari Virginia Westly

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.
Stadia Capital Group, LLC Yes, Investment Related Business 65-1230 Mamalahoa Hwy, Suite D-21, Kamuela, HI 96743 Private Placement Fund Title: Director of Operations Duties: Operations, Payroll, Accounting Start Date: 2/2023 Hours worked in this business: 20 hours

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kari Westly 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®
None

Experience

Current

January 22, 2024 - Present

STADIA FINANCIAL LLC

Office #1: 65-1230 Mamalahoa Hwy Suite D-21, Kamuela, HI 96743
RIA
CRD#: 328171
KAMUELA, HI
Past

January 27, 2004 - March 8, 2007

VALIC FINANCIAL ADVISORS, INC.

RIA
CRD#: 42803
HONOLULU, HI
Past

August 9, 2001 - December 31, 2001

THE VARIABLE ANNUITY MARKETING COMPANY

BD
CRD#: 5081
HOUSTON, TX
Past

August 9, 2001 - March 8, 2007

VALIC FINANCIAL ADVISORS, INC.

BD
CRD#: 42803
HONOLULU, HI

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
Hawaii
(1/22/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/21/2023
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 1/26/2004
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 9/5/2001
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 5/7/2003
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 8/8/2001
Investment Company Products/Variable Contracts Representative Examination

Current Firm

SF
STADIA FINANCIAL LLC
N/A | STADIA FINANCIAL LLC | STADIA CAPITAL GROUP

CRD#: 328171 / SEC#:

Hawaii
Registered Investment Advisory firm - (1/4/2024 Approved)
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Contact information

Main Address
65-1230 Mamalahoa Hwy Suite D-21, Kamuela, HI 96743
Mailing Address
P O Box 437260, Kamuela, HI 96743
Phone number
(800) 587-4796
Established
Firm type
Fiscal year end
# of Employees
7

Documents

Latest Form ADV
0

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.

Company Information

STADIA FINANCIAL LLC

CRD#: 328171Kamuela, HI 96743

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