Kevin Clark - CEO & Co-Founder @ PlanConfidence Corp

Overview

Number of Founded Organizations

CB Rank (Person)

Primary Job Title CEO & Co-Founder
Primary Organization
PlanConfidence Corp

Location Sarasota, Florida, United States
Regions East Coast, Southern US
Gender Male
Also Known As The ERISA Nerd

Kevin Clark is the CEO and Co-Founder of Plan Confidence Corporation. He has been a financial adviser since 1997 and is known in the industry as the "ERISA Nerd". He is an expert in compliantly working with "held-away" 401(k) accounts. Kevin attended Beloit College.

Jobs

Number of Current Jobs

Number of Past Jobs

Kevin Clark

is the

CEO & Co-Founder

PlanConfidence Corp

. Additionally,

Kevin Clark

has had

past job as the

RR/ IAR

NEXT Financial Group

PlanConfidence Corp CEO & Co-Founder

Organization Name	Title At Company	Start Date	End Date
NEXT Financial Group	RR/ IAR	Apr 2005	Oct 2017

Related Hubs

Hub Name	CB Rank (Hub)
Florida SaaS Companies	43,470
Florida FinTech Companies	44,989
Asset Management Companies With Fewer Than 10 Employees	10,074
Southern US Asset Management Companies	18,823
Retirement Companies With Fewer Than 10 Employees	17,667
Asset Management Startups	60,621
Florida Seed Stage Companies With Fewer Than 100 Employees	27,787
Southern US Retirement Companies	18,842
United States Financial Services Companies with Seed Funding	33,290
Retirement Companies With Fewer Than 1000 Employees (Top 10K)	10,430

Education

Kevin Clark

studied at

Beloit College

Beloit College B.A.Pre-law19911995

Recent News and Activity

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