Advisor at Clark Wealth Partners, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Clark Wealth Partners, LLC
Location
O'fallon, IL 62269
Credentials
Series 66
Industry experience
9 years
Andrew Branz is a financial advisor at Clark Wealth Partners, LLC with nine years of industry experience. He holds a Series 66 designation and has previously worked at Eagle Strategies LLC, The Timmermann Group, NYLIFE Securities LLC, and New York Life Insurance Company. Outside of advising, he is also an independent insurance agent. Clark Wealth Partners is an SEC-registered investment adviser managing approximately $213 million for around 394 clients, including individuals, high-net-worth households, charitable organizations, and businesses. The firm offers discretionary and non-discretionary portfolio management along with financial planning, using internal model portfolios and a variety of analytical methods tailored to client objectives and risk tolerances.
Based on Clark Wealth Partners, LLC
Flat fee for stand-alone financial planning based on scope; $1,000 flat fee for estate planning platform access
$0 - $250,000: 1.25% $250,001 - $500,000: 1.20% $500,001 - $750,000: 1.15% $750,001 - $1,000,000: 1.05% $1,000,001 - $5,000,000: 1.00% $5,000,001+: Negotiable
$250 per hour for additional financial planning services beyond initial scope
Minimum fee: $5,000 annually ($1,250 per quarter) minimum fee for Portfolio Management Service
821 West Hwy 50, Suite 204
O'fallon, IL 62269
Illinois
Clark Wealth Partners, LLC
2025 - Present (1 year)
Eagle Strategies (NY Life)
2017 - 2025 (8 years)
The Timmermann Group
2017 - 2025 (8 years)
NYLIFE Securities LLC
2016 - 2025 (9 years)
New York Life Insurance Company
2015 - 2025 (10 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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