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President and Chief Compliance Officer · Plan Confidence Corporation

Kevin T. Clark

CRD 2973609 · Named on Form ADV at one SEC-registered adviser

At a glance

Plan Confidence Corporation, an SEC-registered asset manager based in Sarasota, FL with $0 in regulatory assets, lists Kevin T. Clark on its Form ADV as President and Chief Compliance Officer, a control person.

Firms and roles

AtlasMembers

Kevin’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Mark ReddickChief Technology Officer, Plan Confidence Corporation

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kevin’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.