Advisor profile


My approach

Kevin Clark - My approach photo

What you can expect when you work with me

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

Kevin Clark - My approach photo

Areas of focus

  • Small Business
  • Tax Planning Strategies
  • Retirement Planning Strategies
9
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CIMA® Certified Investment Management Analyst®

Education

  • Ohio Northern University - Bachelor of Science in Business Administration, 2011

Interests

The Buckeyes, Blue Jackets, Crew SC, Columbus Eagles FC and United States Soccer

Independent film, music festivals and live theater

Craft beer, distillery tours, and wine tastings

Community participation

Volunteerism and Advocacy to Support Increased Standards of Client Care in the Financial Planning Profession:

Financial Planning Association - 2021 National NexGen President-Elect, 2020-21 OneFPA Network Transition Task Force

Financial Planning Association of Central Ohio - 2019-2021 Board Member / Career Development Director

Volunteerism and Advocacy to Support Economic Development and Philanthropic Efforts in Central Ohio:

The Columbus Impact Academy - 2020 Class Member

The Worthington Resource Pantry - 2020-21 Food Drive Sponsor

Awards & recognition

  • Ameriprise Client Experience Award, 2020
  • Five Star Wealth Manager, 2018-2020

Professional associations

  • Financial Planning Association
  • Investments & Wealth Institute
  • Ohio Northern University Alumni Club
  • Columbus Young Professionals Club
  • The Shadowbox Society
  • Gateway Film Center Members
  • Wolf's Ridge Brewing Wolf Pack

Previous experience

  • Financial Advisor at Merrill Lynch, 2014-2018
  • Stock Plan Consultant at Fidelity Investments, 2013-2014
  • Registered Representative at Fidelity Investments, 2012-2013

I’m here to support you during the COVID-19 outbreak

I remain open for business and am here to help you navigate the volatile markets. I am happy to talk through any concerns or questions you may have, through whatever means are most comfortable for you.