Eric Clark Email & Phone Number
Chief Executive Officer and Managing Partner and Wealth Advisor @ BCWM, LLC
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Eric Clark Location
- Overland Park, KS, US
Eric Clark Work
- 2024 - now Chief Executive Officer and Managing Partner and Wealth Advisor @
- 2012 - 2024 Managing Partner and Senior Wealth Advisor @
- 2005 - 2012 Vice President @ Sonas Financial Group, Inc.
- 2003 - 2005 Manager @
- 2000 - 2003 Senior Advisor @
- 2000 - 2000 Staff Accountant @
Eric Clark Education
- College for Financial Planning
AAMS (Accredited Asset Management Specialist)
- University of Central Missouri
Bachelor's Degree (Accounting with emphasis in Personal Financial Planning)
Eric Clark Skills
- Strategic Financial Planning
- Wealth Management
- Personal Finance
- Retirement Planning
- Investment Advisory
- Tax
- Estate Planning
- Wealth Management Services
Eric Clark Summary
- Eric Clark, based in Overland Park, KS, US, is currently a Chief Executive Officer and Managing Partner and Wealth Advisor at BCWM, LLC. Eric Clark brings experience from previous roles at BCWM, LLC, Sonas Financial Group, Inc., SunGard and BKD CPAs & Advisors. Eric Clark holds a AAMS in Accredited Asset Management Specialist @ College for Financial Planning. With a robust skill set that includes Strategic Financial Planning, Wealth Management, Personal Finance, Retirement Planning, Investment Advisory and more. Eric Clark has 1 emails and 3 mobile phone numbers on RocketReach.
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Top BCWM, LLC Employees
Brittani McCormick
Paraplanner
Kansas City, MO, US
Patricia Burns
Client Service Specialist
Overland Park, KS, US
Brian Hackleman
Managing Partner and Chief Compliance Officer
Overland Park, KS, US
Mark Milosovich
Investment Operations Specialist
Overland Park, KS, US
Kyle Strehlow
Paraplanner
Prairie Village, KS, US
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