JC
John M. Clark
WOLF BAY WEALTH PARTNERS
LEAWOOD, KS
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CRD#: 7943334
JC
Professional summary
John Michael Clark is a registered financial advisor currently at WOLF BAY WEALTH PARTNERS located in Leawood, Kansas.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. John has worked at 1 firm .
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.
John Clark is currently employed as Associate Professor of Finance at the University of Missouri - Kansas City. He is also a faculty supervisor at the University's Student Fund. This activity accounts for approximately 50% of his time. This activity takes place outside of trading hours and is not investment related.
CRS (Client Relationship Summary) - RIA
Click below to view John Michael 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®
NoneExperience
Current
August 28, 2024 - Present
WOLF BAY WEALTH PARTNERS
RIA
CRD#: 331212
LEAWOOD, KS
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(8/28/2024)
Exams
Current Firm
WB
WOLF BAY WEALTH PARTNERS
WOLF BAY WEALTH PARTNERS | WOLF BAY WEALTH PARTNERS, LLC
CRD#: 331212 / SEC#:
Kansas
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Contact information
Main Address
Leawood, KS
Mailing Address
Phone number
(913) 200-6387
Established
Firm type
Fiscal year end
# of Employees
1
0
Red Flags
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