Michael Clark

Michael Clark - ChFC®, LUTCF

Investment Specialist
Financial Planner
CA License Number 0E72579

Colorado Springs Office
7350 Campus Drive, Suite 300
Colorado Springs, CO 80920

Phone: (719)388-7125
Fax: (719)531-0094
Mobile Phone: 719-964-6357
E-mail:

  • Million Dollar Round Table (MDRT) Member
  • Chairman's Council Qualifier: A MetLife honor awarded annually to those Financial Services Representatives who have mastered the ability to attract, develop and retain clients by helping them meet their financial security needs and to those sales managers whose exemplary leadership and exceptional record of staff development have placed them in the top tier of field management.

  • Investment Specialist and Financial Planner
  • Securities registered / Insurance licensed
  • Investment advice and counseling for private clients, business owners and professionals to include wealth accumulation, income distribution and tax efficient planning opportunities and succession planning. Helping clients reach their financial goals prior to and into retirement
  • Increased Securities Sales for six consecutive years in excess of 30% per year
  • Named National Investment Specialist of the Year for 2002
  • Perennial Qualifier for MDRT
  • National Planning Corporation—Branch Manager
  • Nathan & Lewis Securities, Inc.—Branch Manager
  • Prudential Financial Services—Registered Representative and Agent
  • Licensed for Insurance and Securities since 1981
  • Annual President’s Trophy Qualification 

EDUCATION: Graduate of The University of Delaware · BS in Accounting

Securities registered Series 6, 7, 22, 63, 65 · Graduate LUTC, Life Underwriting Training Council

CA Insurance Lic #0E72579

Michael lives in Colorado Springs with his wife, Patty.