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

Kevin R. Clark, CFP®


Financial Advisor

Ameriprise Financial

250 West Old Wilson Bridge Road, Suite 150
Columbus, OH 43085
(614) 396-4043 CONNECT WITH Kevin
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Kevin Clark is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Ameriprise Financial in Columbus, OH and the surrounding communities.

Financial Advisor Overview

I primarily serve small business owners, people under age 40, and retirees. Most clients hire me through both of my businesses for a "one-stop shop" experience. Core offerings include: VIA AMERIPRISE FINANCIAL: Subscription (flat fee) financial planning Fee-based investment management Consolidated percentage fee for planning and investments VIA ARCH CITY TAX SERVICES: Income tax preparation (mainly for individuals) Income and estate tax advice and opinions Representative before the IRS and state tax departments


Financial Advisor Experience

CURRENT: Owner, Arch City Tax Services - Nov 2020 - present Financial Advisor, Ameriprise - Feb 2018 - present PREVIOUS: Financial Advisor, Merrill Lynch - Sep 2014 - Feb 2018 Stock Plan Consultant, Fidelity - Jan 2014 - May 2014 Registered Representative, Fidelity - Apr 2012 - Jan 2014

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • 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, Business Taxes, Estate Planning, Investment Management, Government & Military, Limited Partnerships, Employee Benefits, Getting Divorced, Mutual Funds, Irregular Income, Getting Married, Identity Theft, Job Loss, Real Estate, 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


Helpful Financial Planning Resources