Andrew R. Branz

CLARK WEALTH PARTNERS

O'fallon, IL 62269

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CRD#: 6572919

Professional summary

Andrew Raymond Branz, who also goes by Andrew Branz, is a registered financial advisor currently at CLARK WEALTH PARTNERS, LLC located in O'fallon, Illinois.

Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Andrew has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Andrew Branz

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.

03/2025 - Independent Insurance Agent, not investment related, less than 1 hour per month devoted to this activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Raymond Branz'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

March 10, 2025 - Present

CLARK WEALTH PARTNERS, LLC

Office #1: 821 West Hwy 50 Suite 204, O'fallon, IL 62269

RIA

CRD#: 321757

O'fallon, IL

Past

November 15, 2017 - March 13, 2025

EAGLE STRATEGIES LLC

RIA

CRD#: 110826

BREESE, IL

Past

September 7, 2016 - March 13, 2025

NYLIFE SECURITIES LLC

CRD#: 5167

CREVE COEUR, 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".

CLARK WEALTH PARTNERS, LLC

CRD#: 321757 / SEC#: 801-125783

RIA

Registered Investment Advisory firm - (6/2/2022 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

Illinois
(3/10/2025)

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 66

Date: 11/3/2017

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/7/2016

General Securities Representative Examination

Current Firm

CLARK WEALTH PARTNERS, LLC

CRD#: 321757 / SEC#: 801-125783

RIA

Registered Investment Advisory firm - (6/2/2022 Approved)

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Contact information

Main Address

821 West Hwy 50 Suite 204, O'fallon, IL 62269

Mailing Address

Phone number

(618) 607-4101

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CLARD WEALTH PARTNERS ADV PART 2A ANNUAL AMENDMENT V.03.13.25 (3/13/2025)

Regulatory assets under management

Total Number of Accounts	1,065
AUM (Assets Under Management)	$ 213,398,836

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.

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Andrew R. Branz

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Raymond Branz's CRS (Customer Relationship Summary).

Certified licenses

Experience

CLARK WEALTH PARTNERS, LLC

EAGLE STRATEGIES LLC

NYLIFE SECURITIES LLC

Primary Firm SEC Registration

CLARK WEALTH PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/3/2017

SIE

Date: 10/1/2018

Series 7

Date: 9/7/2016

Current Firm

CLARK WEALTH PARTNERS, LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CLARK WEALTH PARTNERS, LLC

TRUST BUT VERIFY

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