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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

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

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