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 65
Industry experience
2 years
Jacob Mc Kinney is a financial advisor at Clark Wealth Partners, LLC with a Series 65 designation and two years of industry experience. His prior work includes roles at Armstrong Teasdale LLP, PwC, and the Air Force National Guard. Clark Wealth Partners is an SEC-registered investment adviser managing approximately $213 million for nearly 400 clients, including individuals, high-net-worth households, charitable organizations, and businesses. The firm offers discretionary portfolio management and financial planning, customizing portfolios using a variety of analytical approaches and model portfolios to align with 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
2024 - Present (2 years)
Armstrong Teasdale LLP
2022 - 2024 (2 years)
PwC
2021 - 2022 (1 year)
Wm. Bradley Ogden CPA
2021 - 2021 (1 year)
First Mid Bank & Trust
2019 - 2021 (2 years)
Rend Lake College
2018 - 2019 (1 year)
Air Force National Guard
2017 - 2023 (6 years)
Wayne City High School
2014 - 2017 (3 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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