CR
CFP
CR
CFP

Clark David Randall

38 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
1,630 clients
Average Client Portfolio
$345K average
Assets Under Management
$561.8M

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only
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Location

805 West Jackson, Suite 301, Morton, IL, 61550

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Clark works as an insurance agent for Creekmur Inc., dba Creekmur Asset Management, LLC, dedicating about a quarter of his time. He also owns Financial Enlightenment, selling fixed insurance and annuities, and is an instructor at Southern Methodist University, both requiring minimal time.

Employment History
Current Registrations
Creekmur Asset Management, LLC
March 2023 - Present · 2 yrs 11 mos
Previous Registrations
Ae Financial Services, LLCBroker
March 2023 - February 2024 · 11 mos
Cambridge Investment Research Advisors, INC.
December 2010 - March 2023 · 12 yrs 3 mos
Cambridge Investment Research, INC.Broker
December 2010 - March 2023 · 12 yrs 3 mos
Cambridge Investment Research Advisors, INC.
December 2010 - December 2010 · 0 mos
Lincoln Financial Advisors Corporation
January 2001 - December 2010 · 9 yrs 11 mos
Lincoln Financial Advisors CorporationBroker
January 2001 - December 2010 · 9 yrs 11 mos
The Lincoln National Life Insurance CompanyBroker
January 2001 - April 2006 · 5 yrs 3 mos
Pruco Securities CorporationBroker
February 1987 - January 2001 · 13 yrs 11 mos
State Registrations2 states
ILTX
Advisor
Exams
No exam information available for this advisor.