Eric C. Clark

BCWM

Overland Park, KS 66223

Some features on this profile are disabled

CRD#: 4632563

Professional summary

Eric Charles Clark, CFP® is a registered financial advisor currently at BCWM located in Overland Park, Kansas.

Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Eric has worked at 3 firms .

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Charles 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®

CFP^®

Certified Financial Planner

Start date: 2003

Experience

Current

April 11, 2012 - Present

BCWM

Office #1: 14221 Metcalf Ave Suite 201, Overland Park, KS 66223

RIA

CRD#: 144748

Overland Park, KS

Past

August 3, 2005 - March 27, 2012

SONAS FINANCIAL GROUP, INC.

RIA

CRD#: 122547

KANSAS CITY, MO

Past

February 11, 2003 - July 10, 2003

FORVIS MAZARS WEALTH ADVISORS, LLC

RIA

CRD#: 110905

KANSAS CITY, 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".

BCWM

B & C FINANCIAL, LLC | BOYER CORPORON WEALTH MANAGEMENT | BOYER & CORPORON WEALTH MANAGEMENT, LLC | BCWM, LLC. | BCWM

CRD#: 144748 / SEC#: 801-68214

RIA

Registered Investment Advisory firm - (8/2/2007 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

Kansas
(4/11/2012)

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

Current Firm

BCWM

B & C FINANCIAL, LLC | BOYER CORPORON WEALTH MANAGEMENT | BOYER & CORPORON WEALTH MANAGEMENT, LLC | BCWM, LLC. | BCWM

CRD#: 144748 / SEC#: 801-68214

RIA

Registered Investment Advisory firm - (8/2/2007 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

14221 Metcalf Ave Suite 201, Overland Park, KS 66223

Mailing Address

Phone number

(913) 685-2300

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BOYER & CORPORON WEALTH MANAGEMENT, LLC - ADV PART II (3/25/2025)

Regulatory assets under management

Total Number of Accounts	364
AUM (Assets Under Management)	$ 599,823,810

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

Peter Dubin

LPL FINANCIAL LLC

IAR

Valley, NY

James Rushing

VOYA FINANCIAL ADVISORS, INC.

IAR

Austin, TX

Zackary Royce

FALCON WEALTH PLANNING, INC.

IAR

ONTARIO, CA

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Eric C. Clark

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Charles Clark's CRS (Customer Relationship Summary).

Certified licenses

Experience

BCWM

SONAS FINANCIAL GROUP, INC.

FORVIS MAZARS WEALTH ADVISORS, LLC

Primary Firm SEC Registration

BCWM

State Registrations and Notice Filings

Exams

Current Firm

BCWM

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BCWM

TRUST BUT VERIFY

Similar Advisors