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KC

Kenneth R. Clark

INVESTOR FAN
LAS VEGAS, NV 89128
Some features on this profile are disabled
CRD#: 6409856
KC

Professional summary


Kenneth Robinson Clark is a registered financial advisor currently at INVESTOR FAN located in Las Vegas, Nevada.

Kenneth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Kenneth has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

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.
Insurance sales through RMM Planning, LLC where he is an independent insurance agent. Approximately 4 hrs per month. Real estate holdings through Neighbors Choice Remodeling and Repair, Inc. Less than 1 hour per month.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Kenneth Robinson 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

April 4, 2025 - Present

INVESTOR FAN

Office #1: 7201 West Lake Mead Blvd Suite 220, Las Vegas, NV 89128
RIA
CRD#: 159301
LAS VEGAS, NV
Past

January 29, 2015 - April 1, 2025

AMERICAN INDEPENDENT SECURITIES GROUP, LLC

RIA
CRD#: 135288
POCATELLO, ID
Past

December 2, 2014 - April 1, 2025

AMERICAN INDEPENDENT SECURITIES GROUP, LLC

BD
CRD#: 135288
POCATELLO, ID

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".
IF
INVESTOR FAN
BOWHAY INVESTMENTS | TWIN PEAKS WEALTH ADVISORS | STEELHEAD WEALTH MANAGEMENT, LLC | SHERPA WEALTH STRATEGIES | RETIREMENT RISK MANAGERS | PANFILI FINANCIAL SERVICES, INC. | MARGO PORTER PANFILI | INVESTOR'S FIDUCIARY ADVISOR NETWORK, LLC | INVESTOR'S FAN | INVESTOR FAN | DONIVAN WEALTH MANAGEMENT

CRD#: 159301 / SEC#: 801-111660

RIA
Registered Investment Advisory firm - (9/11/2017 Approved)
California
Registered Investment Advisory firm - (12/7/2017 Terminated)
Idaho
Registered Investment Advisory firm - (11/7/2017 Terminated)
Montana
Registered Investment Advisory firm - (11/7/2017 Terminated)
Oregon
Registered Investment Advisory firm - (12/8/2017 Terminated)
Texas
Registered Investment Advisory firm - (11/7/2017 Terminated)
Washington
Registered Investment Advisory firm - (11/15/2017 Terminated)

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
Nevada
(4/4/2025)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 1/29/2015
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


IF
INVESTOR FAN
BOWHAY INVESTMENTS | TWIN PEAKS WEALTH ADVISORS | STEELHEAD WEALTH MANAGEMENT, LLC | SHERPA WEALTH STRATEGIES | RETIREMENT RISK MANAGERS | PANFILI FINANCIAL SERVICES, INC. | MARGO PORTER PANFILI | INVESTOR'S FIDUCIARY ADVISOR NETWORK, LLC | INVESTOR'S FAN | INVESTOR FAN | DONIVAN WEALTH MANAGEMENT

CRD#: 159301 / SEC#: 801-111660

RIA
Registered Investment Advisory firm - (9/11/2017 Approved)
California
Registered Investment Advisory firm - (12/7/2017 Terminated)
Idaho
Registered Investment Advisory firm - (11/7/2017 Terminated)
Montana
Registered Investment Advisory firm - (11/7/2017 Terminated)
Oregon
Registered Investment Advisory firm - (12/8/2017 Terminated)
Texas
Registered Investment Advisory firm - (11/7/2017 Terminated)
Washington
Registered Investment Advisory firm - (11/15/2017 Terminated)
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Contact information


Main Address
Boise, ID
Mailing Address
Phone number
(425) 372-7517
Established
Firm type
Fiscal year end
# of Employees
20

SEC notice filing (14 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A_05-13-25 (5/13/2025)

Regulatory assets under management


Total Number of Accounts1,515
AUM (Assets Under Management)$ 427,729,824

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


INVESTOR FAN

CRD#: 159301Las Vegas, NV 89128

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