William Paul Clark
Investment adviser representative at Nadler Financial Group, Inc.
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$2.2BFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Ausdal Financial Partners, Inc.Feb 2023 to now
- Nadler Financial Group, Inc.Feb 2023 to now
- UnemployedOct 2022 to Feb 2023
- James T. Borrello & Co.Jan 2019 to Oct 2022
- Kuhn Wealth ManagementFeb 2017 to Oct 2018
- UnemployedMar 2014 to Feb 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
- Series 63 · Uniform Securities Agent State Law2019
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
Nadler Financial Group, Inc.
$2.2BAssets managed
1,072Clients
16Advisers
24 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
- 6677917
- Firm CRD
- 122617