Contact — ERISA Nerd

This site is for informational purposes only and does not constitute an offer to sell or solicit an offer to buy any security. This site does not constitute any legal, financial or tax advice. The site is for financial professionals to learn how they can compliantly deliver their unique advice to their clients with “held away” accounts.

Kevin T Clark, RF is the CEO of Plan Confidence Corporation which offers services for FINANCIAL PROFESSIONALS “held away” accounts through “Co-Advisory” Agreements. Plan Confidence Corporation is an “Internet Only” Registered Investment Advisor with the Securities Exchange Commission and is located at 1900 Main Street, Suite 308 Sarasota, FL 34238. Registration does not imply a certain level of skill or training. Information regarding our Registered Investment Advisor is provided in the form ADV part 2A. This document provides information about the firm, the services we offer, fees that are charged, and other significant details. If you would like to receive our most recent disclosure documents email support@planconfidence.com

All opinions on this site are that of Kevin T Clark, RF and may not represent the opinions of Plan Confidence Corporation, it’s employees, clients or vendors.