Michael William Clark
Investment adviser representative at Mariner
32 yearsExperience
1 stateRegistered in
PFSDesignation
$125.4BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
32 years in the industry.
- MarinerMar 2025 to now
- Mariner Wealth AdvisorsJan 2025 to now
- Csa Financial Advisors, Ltd.Nov 1999 to now
- Cassady Schiller & AssociatesNov 1994 to now
Designations
- PFS
Exams passed
- Series 66 · Uniform Combined State Law1999
State registrations
Registered as an investment adviser representative in 1 state (OH).
Mariner
Legal name: Mariner, LLC
$125.4BAssets managed
55,512Clients
991Advisers
20 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4060431
- Firm CRD
- 140195