Clark Wealth Strategies, Inc

Tyler Clark is a financial advisor at Clark Wealth Strategies, Inc. He holds a Series 65 designation and has one year of experience in the industry. Prior to joining Clark Wealth Strategies, he worked at Gallup and has experience in educational roles at the University of Nebraska–Lincoln and Westside High School. Clark Wealth Strategies, Inc. serves individual clients, including high-net-worth individuals, and retirement plans by providing investment management, retirement-plan and pension consulting, variable annuity sub-account management, and 1031 real estate exchange consulting. The firm manages approximately $43 million in discretionary assets for about 68 clients and emphasizes customized model portfolios with a focus on asset allocation, tax management, and continuous portfolio monitoring.

Isaiah Olson is a Series 65-licensed financial advisor with Clark Wealth Strategies, Inc. in Omaha, NE, where he has worked since 2019. He has three years of industry experience, including prior roles at Northwestern Mutual Investment Services LLC and Evolution Soccer Club. Clark Wealth Strategies serves individual clients, including high-net-worth individuals, and retirement plans, providing investment management, retirement-plan consulting, variable annuity sub-account management, and 1031 real estate exchange consulting. The firm manages approximately $43 million in discretionary assets and emphasizes customized model portfolios with asset allocation, tax management, and continuous monitoring.

Joseph Vesey is a financial advisor with Clark Wealth Strategies, Inc. He holds a Series 65 designation and has four years of industry experience. Prior to his current role, he worked at First American Exchange Company and Chicago Title Insurance Company. Clark Wealth Strategies, Inc. serves individual clients, including high-net-worth individuals, and retirement plans by providing investment management, retirement-plan consulting, variable annuity sub-account management, and 1031 real estate exchange consulting. The firm manages approximately $43 million in discretionary assets and is notable for its focus on customized model portfolios, tax management, and substantial involvement in 1031 exchange and passive real estate Delaware Statutory Trust assets.

David Clark is a financial advisor at Clark Wealth Strategies, Inc. in Omaha, NE, holding Series 63 and Series 65 credentials with 24 years of industry experience. He has been with Clark Wealth Strategies since 2008. Outside of his advisory role, he is a partner in West Omaha Films, a film production company. Clark Wealth Strategies serves individual clients, including high-net-worth individuals, and retirement plans by offering investment management, retirement-plan and pension consulting, variable annuity sub-account management, and 1031 real estate exchange consulting. The firm emphasizes customized model portfolios focused on asset allocation, tax management, and continuous monitoring, managing client accounts on a discretionary basis.