Advisor at Clark Asset Management, 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 Asset Management, LLC
Location
Billings, MT
Credentials
CFP®, Series 65
Industry experience
7 years
Kary Meschke is a CFP® with seven years of industry experience, currently serving as an advisor at Clark Asset Management, LLC. Prior to joining Clark in 2025, Kary worked at Wade Financial Advisory and Stockman Wealth Management. Outside of financial advising, Kary volunteers as Treasurer for the Salvation Army Advisory Board and serves as Vice President of the Board of Directors for Code Girls United, a nonprofit focused on encouraging girls to pursue STEM careers. Clark Asset Management serves individual and high-net-worth clients with investment management and comprehensive financial planning. The firm employs a primarily passive investment approach using index funds and ETFs, emphasizing tax-aware portfolio construction and ongoing financial planning across multiple areas.
Based on Clark Asset Management, LLC
Based on Clark Asset Management, LLC
Minimum fee: $12,500 annually per client
Billings, MT
Montana
Clark Asset Management, LLC
2025 - Present (1 year)
Wade Financial Advisory
2023 - 2025 (2 years)
Stockman Wealth Management
2021 - 2023 (2 years)
Stockman Wealth Management
2021 - 2021 (1 year)
Stockman Wealth Management
2019 - 2021 (2 years)
Stockman Wealth Management
2018 - 2019 (1 year)
Stockman Wealth Management
2017 - 2018 (1 year)
Hanser's
2015 - 2017 (2 years)
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Insurance agent
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Broker-dealer / trader
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Bank
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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.
CFA®, Series 63, Series 65
Billings, MT
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Stafford Financial, LLC
Series 66
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Stafford Financial, LLC
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