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William Paul Clark

William P. Clark

NADLER FINANCIAL GROUP
DEERFIELD, IL 60015
Some features on this profile are disabled
CRD#: 6677917
William Paul Clark

Professional summary

William Paul Clark, CFP®, who also goes by Will Clark, William Clark, is a registered financial advisor currently at NADLER FINANCIAL GROUP, INC. located in Deerfield, Illinois and AUSDAL FINANCIAL PARTNERS, INC. located in Deerfield, Illinois.

William is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. William has worked at 4 firms and has passed the Series 63, Series 65, Series 6TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Will Clark | William Clark

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 William Paul 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: 2019

Experience

Current

March 2, 2023 - Present

NADLER FINANCIAL GROUP, INC.

Office #1: 750 Estate Drive Suite 110, Deerfield, IL 60015
RIA
CRD#: 122617
DEERFIELD, IL
Current

March 15, 2023 - Present

AUSDAL FINANCIAL PARTNERS, INC.

Office #1: 750 Estate Drive, Suite 110, Deerfield, IL 60015
RIA
BD
CRD#: 7995
DEERFIELD, IL
Past

January 7, 2019 - October 18, 2022

JAMES T. BORELLO & CO.

BD
CRD#: 16860
EAST DUNDEE, IL
Past

January 3, 2019 - October 18, 2022

JAMES T. BORELLO & CO.

RIA
CRD#: 16860
EAST DUNDEE, IL
Past

February 2, 2017 - October 29, 2018

KUHN WEALTH MANAGEMENT INC.

RIA
CRD#: 168727
ARLINGTON HEIGHTS, IL

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".
NF
NADLER FINANCIAL GROUP, INC.
NADLER FINANCIAL GROUP, INC. | VRN FINANCIAL SERVICES, INC.

CRD#: 122617 / SEC#: 801-61462

RIA
Registered Investment Advisory firm - (9/13/2002 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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR
Illinois
(3/2/2023)
RR
Illinois
(3/15/2023)
IAR
Texas
(10/13/2023)

Exams

State Security Law Exam
RR
Series 63
Date: 3/26/2019
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 12/28/2016
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 1/7/2019
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 12/26/2018
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

NF
NADLER FINANCIAL GROUP, INC.
NADLER FINANCIAL GROUP, INC. | VRN FINANCIAL SERVICES, INC.

CRD#: 122617 / SEC#: 801-61462

RIA
Registered Investment Advisory firm - (9/13/2002 Approved)
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Contact information

Main Address
750 Estate Drive Suite 110, Deerfield, IL 60015
Mailing Address
Phone number
(847) 940-4040
Established
Firm type
Fiscal year end
# of Employees
25

SEC notice filing (18 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

NADLER FINANCIAL GROUP, INC. ADV PART 2A (11/6/2025)

Regulatory assets under management

Total Number of Accounts3,081
AUM (Assets Under Management)$ 1,919,058,570

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

NADLER FINANCIAL GROUP, INC.

CRD#: 122617Deerfield, IL 60015

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