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Christian Messemer

Advisor at Clark Asset Management, LLC

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Clark Asset Management, LLC logo

Firm

Clark Asset Management, LLC

Location

North Richland Hills, TX

Credentials

CFP®, Series 66

Industry experience

12 years

About

Christian Messemer is a CFP® with 12 years of industry experience, currently serving at Clark Asset Management, LLC since 2022. He previously worked at Q3 Advisors LLC and has been involved with Scholarship Shepherd since 2018. Clark Asset Management serves individual and high-net-worth clients with investment management and comprehensive financial planning. The firm primarily uses a passive investment approach, focusing on tax-aware portfolio construction, and offers ongoing planning services including retirement, tax, risk, and estate planning.

Client services

Based on Clark Asset Management, LLC

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Clark Asset Management, LLC

Tax-loss harvesting General retirement planning Retirement income strategy

Fee options

Other

Minimum fee: $12,500 annually per client

Location

North Richland Hills, TX

Most active in

Texas

Work history

Clark Asset Management, LLC

2022 - Present (4 years)

Q3 Advisors LLC

2021 - 2021 (1 year)

Scholarship Shepherd

2018 - Present (8 years)

Southwestern Baptist Theological Seminary

2007 - 2018 (11 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Michelle V

CFP®

Fort Worth, TX

Waymaker Financial Planning

Michelle Vargas, Certified Financial Planner™ is the President of Waymaker Financial Planning, a Fee-Only firm that provides transparent and accessible financial guidance. She enjoys helping clients navigate and plan all aspects of their financial life so that they will worry less about their future and free up more time to spend doing what they love. After earning a degree in Finance from the University of Southwestern Louisiana in 1990, she moved to Florida and started her career with Harcourt Brace Publishing. Her journey into personal finance began when she signed up for her 401K and wanted to learn about additional options to plan for retirement. This eventually led to working as a financial advisor and completing the extensive education requirements for becoming a CFP® in 1998. She believes her experience as a young professional searching for unbiased advice enables her to better serve Gen XY professionals because she remembers what it was like being in their shoes. As a former homeschool parent and the wife of a federal employee, she is passionate about helping women, homeschool families, and federal workers plan wisely for a comfortable financial future. In her spare time, she enjoys hiking in Colorado, barbecuing with family, and working in her garden.

General retirement planning Tax strategies for small businesses Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Government Employee Christian Faith Based Gen X (Born 1965-1980)
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Series 65, Series 66

Coppell, TX

Serendib Capital Management LLC

Options & derivatives strategies Tax-loss harvesting Retirement income strategy General estate planning guidance Cash flow / budgeting
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Anthony N

Series 65

Grand Prairie, TX

Lowercase Capital, LLC

Active portfolio management
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Lacy R

CFP®, Series 66

Fort Worth, TX

The Dedicated Dollar

Passive / index investing Tax-loss harvesting Cash flow / budgeting Business ownership considerations
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Kevin F

CFA®, Series 63, Series 65

Keller, TX

Freeman Global Investment Counsel

Active portfolio management Concentrated stock management Private / alternative investments
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Jacob M

Series 63, Series 65, Series 66

Grapevine, TX

9M Investments, LLC

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Business ownership considerations Founder/Business Owner
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