Clark Wealth Strategies, Inc

Overview

Clark Wealth Strategies, Inc is a state registered investment adviser based in Elkhorn, NE, registered since 2008. It reports $53M in assets under management across 87 accounts, with 5 employees. It has 4 investment adviser representatives.

Reported AUM

$53M

Discretionary

100%

Accounts

87

Average account

$609K

Employees

5

Advisory reps

4

Registered since

2008

Jurisdictions

5

As reported in the firm's May 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Other Advisory Services
• Pension Consulting

Client types

• Corporations/Businesses
• High Net Worth Individuals
• Individuals

Fee structure

Other Fees and Percentage of Assets

Executive officers 2 of 2

• David Brook Clark President CRD 2836304
• Isaiah N Olson Chief Compliance Officer CRD 6770171

Advisory reps 3 of 4

• David E Clark Insurance Agent · Investment Adviser Rep CRD 2836304
• Tyler Michael Clark Investment Adviser Rep CRD 8124155
• Isaiah N Olson Investment Adviser Rep CRD 6770171

1 more advisory rep, with emails, phones and branch locations

Location

Headquarters

1918 N 203rd St Ste 100
Elkhorn, NE 68022

County

Douglas

Metro area

Omaha-Council Bluffs, NE-IA

Region

Midwest

Registrations

• State registered
• Registered in 5 jurisdictions
• Website: clarkwealthstrategies.com

Every state, with registration dates

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