CLARK INVESTMENT STRATEGIES, INC.
CRD #145853 SEC #801-68616 DALLAS, TX 214-871-8717
SEC Registered
Total AUM
--
Discretionary
--
Employees
10
Clients
0
Accounts
--
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 31, 2009
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BALLOU, KEVIN, BRENDAN | I | DIRECTOR | NA | Control |
| BALLOU, KEVIN, BRENDAN | I | DIRECTOR | NA | Control |
| BALLOU, KEVIN, BRENDAN | I | DIRECTOR | NA | Control |
| BOVE, EDWARD, JOSEPH | I | SECRETARY, TREASURER & CHIEF COMPLIANCE OFFICER | NA | Control |
| BOVE, EDWARD, JOSEPH | I | SECRETARY & CHIEF COMPLIANCE OFFICER | NA | Control |
| DELANEY, NEIL, ANDREW | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| DELANEY, NEIL, ANDREW | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| DELANEY, NEIL, ANDREW | I | PRESIDENT | NA | Control |
| DELANEY, NEIL, ANDREW | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| DELANEY, NEIL, ANDREW | I | PRESIDENT & CHIEF INVESTMENT OFFICER | NA | Control |
| DUNN, EDWARD, LYON | I | DIRECTOR | NA | Control |
| DUNN, EDWARD, LYON | I | DIRECTOR | NA | Control |
| DUNN, EDWARD, LYON | I | DIRECTOR | NA | Control |
| DUNN, EDWARD, LYON | I | PRESIDENT | NA | Control |
| DUNN, EDWARD, LYON | I | DIRECTOR | NA | Control |
| LANING, KURT, JAMES | I | DIRECTOR | NA | Control |
| LANING, KURT, JAMES | I | DIRECTOR | NA | Control |
| LANING, KURT, JAMES | I | DIRECTOR | NA | Control |
| LANING, KURT, JAMES | I | DIRECTOR | NA | Control |
| LANING, KURT, JAMES | I | DIRECTOR | NA | Control |
| LANING, KURT, JAMES | I | DIRECTOR | NA | Control |
| SANDBERG, ERIC, GUSTAVE | I | DIRECTOR | NA | |
| TAYLOR, BEAU, RICHARD FERRIS | I | ASSISSTANT VICE PRESIDENT | NA | Control |
| TAYLOR, BEAU, RICHARD FERRIS | I | ASSISSTANT VICE PRESIDENT | NA | Control |
| TREFZ, JAMES, ROBERT | I | DIRECTOR | NA | Control |
| TREFZ, JAMES, ROBERT | I | DIRECTOR | NA | Control |
| TREFZ, JAMES, ROBERT | I | DIRECTOR | NA | Control |
| TREFZ, JAMES, ROBERT | I | DIRECTOR | NA | Control |
| TREFZ, JAMES, ROBERT | I | DIRECTOR | NA | Control |
| ZACHA, JILL, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| CLARK CONSULTING, INC. | DE | SHAREHOLDER | E | Control |
| CLARK CONSULTING, INC. | DE | SHAREHOLDER | E | Control |
| CLARK CONSULTING, LLC | DE | SHAREHOLDER | E | Control |
| CLARK CONSULTING, LLC | DE | SHAREHOLDER | E | Control |
| CLARK CONSULTING, LLC | DE | SHAREHOLDER | E | Control |
| CLARK CONSULTING, LLC | DE | SHAREHOLDER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| AEGON INTERNATIONAL B.V. | FE | THE AEGON TRUST | E | Control |
| AEGON INTERNATIONAL B.V. | FE | THE AEGON TRUST | E | Control |
| AEGON INTERNATIONAL B.V. | FE | THE AEGON TRUST | E | Control |
| AEGON INTERNATIONAL B.V. | FE | THE AEGON TRUST | E | Control |
| AEGON INTERNATIONAL B.V. | FE | THE AEGON TRUST | E | Control |
| AEGON NV | FE | AEGON INTERNATIONAL B.V. | E | Control |
| AEGON NV | FE | AEGON INTERNATIONAL B.V. | E | Control |
| AEGON NV | FE | AEGON INTERNATIONAL B.V. | E | Control |
| AEGON NV | FE | AEGON INTERNATIONAL B.V. | E | Control |
| AEGON NV | FE | AEGON INTERNATIONAL B.V. | E | Control |
| AEGON US HOLDING CORP | DE | AEGON USA, LLC | E | Control |
| AEGON US HOLDING CORP | DE | AEGON USA, LLC | E | Control |
| AEGON US HOLDING CORP | DE | AEGON USA, LLC | E | Control |
| AEGON US HOLDING CORP | DE | AEGON USA, LLC | E | Control |
| AEGON US HOLDING CORP | DE | AEGON USA, LLC | E | Control |
| AEGON USA, LLC | DE | AUSA HOLDING COMPANY | E | Control |
| AEGON USA, LLC | DE | AUSA HOLDING COMPANY | E | Control |
| AEGON USA, LLC | DE | AUSA HOLDING COMPANY | E | Control |
| AEGON USA, LLC | DE | AUSA HOLDING COMPANY | E | Control |
| AEGON USA, LLC | DE | AUSA HOLDING COMPANY | E | Control |
| AUSA HOLDINGS COMPANY | DE | DIVERSIFIED INVESTMENT ADVISORS, INC. | E | |
| AUSA HOLDINGS COMPANY | DE | DIVERSIFIED INVESTMENT ADVISORS, INC. | E | |
| AUSA HOLDINGS COMPANY | DE | DIVERSIFIED INVESTMENT ADVISORS, INC. | E | |
| AUSA HOLDINGS COMPANY | DE | DIVERSIFIED INVESTMENT ADVISORS, INC. | E | |
| AUSA HOLDINGS COMPANY | DE | CLARK, INC. | E | |
| AUSA HOLDINGS COMPANY | DE | CLARK, INC. | E | |
| CLARK LLC | DE | CLARK CONSULTING, LLC | E | Control |
| CLARK LLC | DE | CLARK CONSULTING, LLC | E | Control |
| CLARK LLC | DE | CLARK CONSULTING, LLC | E | Control |
| CLARK LLC | DE | CLARK CONSULTING, LLC | E | Control |
| CLARK, INC | DE | CLARK CONSULTING, INC. | E | Control |
| CLARK, INC | DE | CLARK CONSULTING, INC. | E | Control |
| DIVERSIFIED INVESTMENT ADVISORS, INC. | DE | CLARK, LLC | E | Control |
| DIVERSIFIED INVESTMENT ADVISORS, INC. | DE | CLARK, LLC | E | Control |
| DIVERSIFIED INVESTMENT ADVISORS, INC. | DE | CLARK, LLC | E | Control |
| DIVERSIFIED INVESTMENT ADVISORS, INC. | DE | CLARK, LLC | E | Control |
| THE AEGON TRUST | DE | TRANSAMERICA CORP (DE) | E | Control |
| THE AEGON TRUST | DE | TRANSAMERICA CORP (DE) | E | Control |
| THE AEGON TRUST | DE | TRANSAMERICA CORP (DE) | E | Control |
| THE AEGON TRUST | DE | TRANSAMERICA CORP (DE) | E | Control |
| THE AEGON TRUST | DE | TRANSAMERICA CORP (DE) | E | Control |
| TRANSAMERICA CORP (DE) | DE | AEGON US HOLDING CORP | E | Control |
| TRANSAMERICA CORP (DE) | DE | AEGON US HOLDING CORP | E | Control |
| TRANSAMERICA CORP (DE) | DE | AEGON US HOLDING CORP | E | Control |
| TRANSAMERICA CORP (DE) | DE | AEGON US HOLDING CORP | E | Control |
| TRANSAMERICA CORP (DE) | DE | AEGON US HOLDING CORP | E | Control |
Registrations
Federal
IA
Mar 31, 2009 REGISTERED
Notice Filings (1)
TX
Address
2100 ROSS AVENUESUITE 2200
DALLAS, TX 75201
United States
Phone: 214-871-8717