Advisor at Clarke Financial Counsel, 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
Clarke Financial Counsel, LLC
Location
Whitefish Bay, WI
Credentials
CFP®, Series 63, Series 66
Industry experience
21 years
Brian Clarke is a CFP® professional with 21 years of industry experience. He is the principal of Clarke Financial Counsel, LLC, an independent, fee-only financial planning firm based in Whitefish Bay, WI, where he has worked since 2023. Clarke also serves as an Investment Adviser Representative of Financial Strategies, Incorporated, providing advisory services separate from those at his own firm. Clarke Financial Counsel offers comprehensive written financial plans to individuals and high-net-worth clients, focusing on cash flow, retirement, tax and estate planning, business planning, insurance review, and investment analysis. The firm employs fundamental analysis, modern portfolio theory, and passive investment principles in its recommendations, while clients maintain asset custody and implement investments independently.
Based on Clarke Financial Counsel, LLC
Fixed fees for financial planning range from $3,250 to $13,000; upfront charge between $1,625 and $6,500 for first year comprehensive planning
$325 per hour billed in 15-minute increments
Fee-only: Hourly rate of $325 per hour; Fixed fees ranging from $3,250 to $13,000 depending on client complexity and service tier
Whitefish Bay, WI
Wisconsin
Clarke Financial Counsel, LLC
2023 - Present (3 years)
Financial Strategies, Incorporated
2015 - Present (11 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.
Series 63, Series 65
New Berlin, WI
Disciplined Financial Services, Inc.
CFP®, CPA, PFS™
Brookfield, WI
Midwest Wealth Solutions LLC
Brian earned his Bachelor of Science degree from UW – La Crosse with a triple major in Accounting, Finance, & Economics. He has a Master's of Business Administration with a specialty in Finance from Marquette University and has post-graduate certificates from Cornell University SC Johnson graduate school of management in Executive Leadership & Leading Management Teams. Brian is a Certified Financial Planner, Certified Public Accountant, Personal Financial Specialist, Certified Global Managerial Accountant, and a Certified Project Management Professional. He started his career working in Public Accounting for a regional CPA firm for a number of years. Then Brian worked in the private sector for a large fortune 30 company and smaller corporations, holding positions in Corporate Finance, Internal Audit, and Strategic Management. After that Brian started his own firm Leben CPA LLC and now Brian is a principal at Midwest Wealth Solutions and CPA firm Lulloff, Leben & Taylor. Brian is an active member of the American Institute of Certified Public Accountants (AICPA) and the Wisconsin Institute of Certified Public Accountants (WICPA). In his spare time Brian loves the outdoors (biking, hiking, camping, downhill skiing), Sports (Packers, Brewers, Bucks), and enjoys spending time with his wife Megan and two young daughters.
Series 65
Glendale, WI
Erenda Capital
CFP®
Milwaukee, WI
Hilltop Financial Advisors
Series 63, Series 65, Series 66
Glendale, WI
Crawford Asset Management, LLC
CFA®
Milwaukee, WI
Magis Management, LLC
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