Clark Hayden
Investment adviser representative at Lockshield Partners, Inc.
3 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$290.6MFirm assets
Are you Clark Hayden? Claim your profile
Contact this firm
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
Experience
3 years in the industry.
- Lockshield Partners, Inc.Jun 2017 to now
- LPL Financial LLCMay 2017 to Nov 2019
- Thrivent Investment Management Inc.Apr 2016 to May 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 3 states (KY, OH, TX).
Lockshield Partners, Inc.
$290.6MAssets managed
1,116Clients
4Advisers
7 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
- 6578608
- Firm CRD
- 175433