Brian Clarke (CFP®)

Brian Clarke focuses in the
following client markets or areas of practice:

  • Baby Boomers
  • Charitable Giving
  • Generation X
  • Hourly
  • Investment Advice without Ongoing Management
  • Middle Income Client Needs

Additional Information

He provides great client service to make sure that all clients are satisfied with their plan. Brian is a NSPFA Registered Financial Planner. He has a Bachelor of Science degree from University of Dayton and a Master of Business Administration from DePaul University. With a CFP and almost 20 years of experience in the field.

NAPFA Start Date

November 01, 2016


This Office

1433 N. Water Street Suite 400 Milwaukee, WI 53202 Phone: (773) 551-9158