Kevin R. Clark,  CFP<sup>&reg;</sup> - Financial Advisor

Kevin R. Clark, CFP®

CIMA®, EA

Financial Advisor

Ameriprise Financial

250 West Old Wilson Bridge Road, Suite 150
Worthington, OH 43085
FINANCIAL ADVISOR'S WEBSITE
(614) 396-4043 CONNECT WITH Kevin
  • linkedin link

General

Kevin Clark is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Ameriprise Financial in Worthington, OH and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Investment Management Analyst (CIMA®)
  • Other - Enrolled Agent (EA)

Insurance Licenses

  • Life insurance: OH
  • Health/disability insurance: OH
  • Fixed annuities: OH
  • Variable annuities: OH

Broker-Dealer Affiliation

Ameriprise Financial Services, LLC

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Banking, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Government & Military, Limited Partnerships, Employee Benefits, Getting Divorced, Mutual Funds, Irregular Income, Getting Married, Identity Theft, Real Estate, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Startup, Succession Planning, Starting a Family, Tangible Assets, Long-term Care, Medical & Health Issues, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

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