AeroLeads people directory · profile
Kevin T Clark, Rf™ Email & Phone Number
CEO and Co-Founder
at
Plan Confidence Corporation
1 work email found
@planconfidence.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
CEO and Co-Founder
Location
Sarasota, Florida, United States
Who is Kevin T Clark, Rf™? Overview
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Quick answer
Kevin T Clark, Rf™ is listed as CEO and Co-Founder at Plan Confidence Corporation, based in Sarasota, Florida, United States. AeroLeads shows a work email signal at planconfidence.com and a matched LinkedIn profile for Kevin T Clark, Rf™.
Kevin T Clark, Rf™ previously worked as Alumni at Masschallenge and Chief Nerd at Erisa Nerd. Kevin T Clark, Rf™ holds Bs, Legal Studies, Pre-Law, Sociology from Beloit College.
Company email context
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*@planconfidence.com
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Profile bio
About Kevin T Clark, Rf™
As the CEO and Co-Founder of Plan Confidence Corporation, I have over 26 years of experience in providing personalized and compliant investment advice to participants of various retirement plans, such as 401k, 403b, 457, and TSP. I hold the Registered Fiduciary (RF) credential from DALBAR, Inc., and I have completed the Wharton Entrepreneurship Capstone from The Wharton School.I frequently blog about working with "held away" assets on ERISAnerd.com. I have also created a 6 hour ERISA Best Practices training course that's available for 6.5 hours of CFP credit and the 6 hours of "Ethics" credits needed by IARs. My mission is to help investment advisers help the 100 million+ Americans investing in defined contribution plans . To achieve this, I have created and implemented a financial technology (fintech) platform that has solved the research, advice delivery, documentation, and scale issues when working with "held away" assets. My goal is to make "held away" assets as easy to advise or trade as assets under an adviser's custody by creating the first platform to accomplish this.I am an ERISA Nerd, fintech enthusiast and love the financial industry which I have been a part of since 1997!
Listed skills include Entrepreneurship, Business Development, Business Strategy, Financial Analysis, and 43 others.
Current workplace
Kevin T Clark, Rf™'s current company
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11 roles · 31 years
Kevin T Clark, Rf™ work experience
A career timeline built from the work history available for this profile.
Alumni
Current"Graduate" of the Mass Challenge Early Stage Accelerator program. MassChallenge is a nonprofit organization that helps entrepreneurs develop new technologies and grow their businesses. It's a global network that connects startups, experts, corporations, and communities to help solve large challenges.
Jul 2024 - Present
Chief Nerd
CurrentPlan Confidence Corporation is where we house our software to research, advise & document "held away" accounts at scale.ERISAnerd.com is where I blog and rant about all things ERISA while working with "held away" 401(k) accounts. I hope you find the material informative and entertaining.
Sep 2024 - Present
Creator Of The "Erisa Best Practices" Ce Course
Current
Apr 2023 - Present
Ceo & Co-Founder
Current- Provide personalized investment advice to participants regarding investment/financial planning decisions
- Adept at working with any plan employer offers including 401k, 403b, 457, TSP, etc)
- Maintain and review policies, procedures, and practices to ensure compliance with all SEC & DOL (ERISA) Rules & laws
- Provide hands-on guidance of experience in product and business development, strategy, and technology.
- Mentor and support advisers with the innovation and the marketing materials they need in maximizing their profitability
Feb 2018 - Present
Co-Owner
Reddark Technologies, Inc.
- Directed and managed the profitability of the business and achieve the overall goals of the organization
- Created and Implemented a financial technology (fintech) that changes the way investment advice is delivered
- Assisted in the development and implementation of programs critical to the growth of the company.
- Continuously maximized opportunities and profits by reviewing organizational strategies, identifying gaps, and implementing creative solutions.
Nov 2011 - Dec 2019
Rr/ Iar
Apr 2005 - Oct 2017
Owner
Quintessential Retirement Services, Inc.
- Founded company with one goal in mind, to bring the sophisticated "tools" of the wealthy to the "middle-market"
- Won the "1998 Rookie of the Year Award" for the state of Illinois.
- Recipient of the Entrepreneurial Excellence Award from The Business Ledger for the"Young Entrepreneur of the Year"!
- Coordinated portfolio reviews with clients to regularly evaluate an investment's performance toward achieving documented long-term financial goals.
- Presented investment and financial planning seminars to clients and prospective clients.
- Generated new clients using a personal, face-to-face approach that built trust and emphasized personal service to the individual investor.
2005 - Oct 2017
Rr/ Iar
Apr 2001 - Apr 2005
Rr/ Iar
Oct 1997 - Apr 2001
Customer Financial Services
Keebler Company
1995 - Oct 1997
2 education records
Kevin T Clark, Rf™ education
Bs, Legal Studies, Pre-Law, Sociology
Beloit College
Education record
Lake Park High School
FAQ
Frequently asked questions about Kevin T Clark, Rf™
Quick answers generated from the profile data available on this page.
What company does Kevin T Clark, Rf™ work for?
Kevin T Clark, Rf™ works for Plan Confidence Corporation.
What is Kevin T Clark, Rf™'s role at Plan Confidence Corporation?
Kevin T Clark, Rf™ is listed as CEO and Co-Founder at Plan Confidence Corporation.
What is Kevin T Clark, Rf™'s email address?
AeroLeads has found 1 work email signal at @planconfidence.com for Kevin T Clark, Rf™ at Plan Confidence Corporation.
Where is Kevin T Clark, Rf™ based?
Kevin T Clark, Rf™ is based in Sarasota, Florida, United States while working with Plan Confidence Corporation.
What companies has Kevin T Clark, Rf™ worked for?
Kevin T Clark, Rf™ has worked for Plan Confidence Corporation, Masschallenge, Erisa Nerd, Reddark Technologies, Inc., and Next Financial Group, Inc..
How can I contact Kevin T Clark, Rf™?
You can use AeroLeads to view verified contact signals for Kevin T Clark, Rf™ at Plan Confidence Corporation, including work email, phone, and LinkedIn data when available.
What schools did Kevin T Clark, Rf™ attend?
Kevin T Clark, Rf™ holds Bs, Legal Studies, Pre-Law, Sociology from Beloit College.
What skills is Kevin T Clark, Rf™ known for?
Kevin T Clark, Rf™ is listed with skills including Entrepreneurship, Business Development, Business Strategy, Financial Analysis, Fintech, Retirement Planning, Negotiation, and Financial Planning.
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