Jeffrey Allan Clark
Investment adviser representative at Pine Grove Financial Group
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.5BFirm 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
13 years in the industry.
- Pine Grove Financial GroupMar 2020 to now
- Advisornet Wealth Management dba Pine Grove Financial GroupFeb 2018 to now
- Fidelity Brokerage Services LLCNov 2013 to Feb 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (MN).
Pine Grove Financial Group
Legal name: Mlg Wealth Management, Inc.
$1.5BAssets managed
1,404Clients
14Advisers
6 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
- 5858137
- Firm CRD
- 308193