Mack Investment Securities
45yrs
Top advisor by experience in Northfield
32yrs
Michael Clark has worked in the financial industry for 32 years and is a financial advisor based in Northfield, Illinois. Michael joined M Holdings Securities in 2001, a firm offering financial planning, investment management, and retirement plan consulting. Michael holds the CFP® designation.
At a glance
Experience32 years (since 1994)
How that compares ?Top 13% by experience nationwide
Office1 Northfield Plaza Suite 430, Northfield, IL 60093
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$693,844
Advisors at the firm178
States licensed ?1 state
Services through M Holdings Securities
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2001 – nowM Holdings Securities, Inc.Current firm
Contact Michael
1 Northfield Plaza Suite 430Northfield, IL 60093Office · Get directions Firm main line(800) 656-6960Headquarters: M Holdings Securities · Portland, OR
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Questions to ask Michael
Tailored to Michael’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Michael
How do I contact Michael?
Call M Holdings Securities at (800) 656-6960 and ask for Michael Clark. Michael works from the Northfield, IL office.
How long has Michael been a financial advisor?
Michael has been in the industry since 1994, about 32 years. Top 13% by experience nationwide.
What licenses does Michael hold?
Series 63. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Michael paid?
M Holdings Securities reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Michael for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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