Vincent Tyler Clark
Investment adviser representative at Elwood & Goetz
7 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$1.1BFirm 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
Experience
7 years in the industry.
- Elwood & GoetzJun 2022 to now
- Wipfli FinancialJan 2022 to Jun 2022
- Redwood Wealth ManagementJun 2017 to Jan 2022
- The Ayco CompanyJun 2015 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 3 states (FL, GA, SC).
Elwood & Goetz
Legal name: Elwood & Goetz Wealth Advisory Group, LLC
$1.1BAssets managed
686Clients
20Advisers
9 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
- 6561029
- Firm CRD
- 154839