Katherine Clark
Investment adviser representative at LPL Financial LLC
11 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business
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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
- Seminars and workshops
Experience
11 years in the industry.
- LPL Financial, LLCAug 2023 to now
- Divorce Dollars and SenseJul 2020 to Jun 2023
- Greensfelder, Hemker, & Gale PcMar 2020 to Jul 2020
- Mgm Law FirmOct 2019 to Mar 2020
- Paszkiewicz Court ReportingAug 2017 to Aug 2018
- Quest Records LLCSep 2016 to Aug 2017
- Charming CharlieNov 2015 to Oct 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (IL).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 7424973
- Firm CRD
- 6413