Bradley A. Clark
CLARK ASSET MANAGEMENT
STRATHAM, NH
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CRD#: 6499944
Professional summary
Bradley Anderson Clark, CFP® is a registered financial advisor currently at CLARK ASSET MANAGEMENT, LLC located in Stratham, New Hampshire.
Bradley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Bradley has worked at 2 firms and has passed the Series 65 exam.
Core Areas of Focus
Annuities
Corporate Executives
Fixed Fee (Subscription
Retainer
etc.)
Investment Advice with Ongoing Management
Retirement Planning & Distribution Rules
Tax Planning
Biography
6 FACTS ABOUT ME
1] I’m one of only 2% of advisors who is both a CFP® and a Retirement Income Certified Professional (RICP®).
2] I’ve been helping people make better financial decisions for 25+ years.
3] I was Publisher of The Motley Fool.
4] I got my BA in economics from Harvard.
5] I hold my MBA from Stanford, where I studied Portfolio Theory with Nobel Prize winner Bill Sharpe.
6] I don't like when advisors charge a percentage, so I charge a flat fee
7] I love talking with people about their Retirement Income Plan, so schedule your free call!
You can read my full story here.
Question & Answer
What are your service offerings?
Tax Planning
Investment Planning
Retirement Income Management
Comprehensive Financial Planni...
Retirement Planning
What is your minimum asset requirement?
500K
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.
CRS (Client Relationship Summary) - RIA
Click below to view Bradley Anderson 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: 2016
Experience
Current
August 15, 2016 - Present
CLARK ASSET MANAGEMENT, LLC
RIA
CRD#: 284480
STRATHAM, NH
Past
June 9, 2015 - August 26, 2015
RESOLUTE FINANCIAL, LLC
RIA
CRD#: 125739
DOVER, NH
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".
CLARK ASSET MANAGEMENT, LLC
CLARK ASSET MANAGEMENT, LLC
CRD#: 284480 / SEC#: 801-120465
RIA
Registered Investment Advisory firm - (3/8/2021 Approved)Massachusetts
Registered Investment Advisory firm - (3/9/2021 Terminated)New Hampshire
Registered Investment Advisory firm - (4/16/2021 Terminated)Texas
Registered Investment Advisory firm - (3/9/2021 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
Massachusetts(8/22/2016)
IAR
New Hampshire(8/15/2016)
IAR
Texas(11/16/2020)
Current Firm
CLARK ASSET MANAGEMENT, LLC
CLARK ASSET MANAGEMENT, LLC
CRD#: 284480 / SEC#: 801-120465
RIA
Registered Investment Advisory firm - (3/8/2021 Approved)Massachusetts
Registered Investment Advisory firm - (3/9/2021 Terminated)New Hampshire
Registered Investment Advisory firm - (4/16/2021 Terminated)Texas
Registered Investment Advisory firm - (3/9/2021 Terminated)PREMIUM
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Contact information
Main Address
Stratham, NH
Mailing Address
Phone number
(603) 237-1341
Established
Firm type
Fiscal year end
# of Employees
9
SEC notice filing (10 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 955 |
| AUM (Assets Under Management) | $ 778,339,310 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
