Gregory Clark

Sioux City,IA

Summary

Dynamic Financial Advisor at Farm Bureau Financial Services with a proven track record in client acquisition and investment strategies. Successfully onboarded over 25 clients in one year while excelling in public speaking and relationship management. Adept at building strong networks and implementing innovative financial solutions to meet diverse client needs.

Overview

years of professional experience

Work History

Financial Advisor

Farm Bureau Financial Services

Sioux City, USA

01.2024 - Current

Advise individuals and business owners on investment strategies, retirement planning, and risk management.
Lead client events and networking initiatives to foster long-term relationships.
Key Achievements:
Implemented backdoor Roth IRA strategy for entrepreneurs.
Onboarded over 25 clients in 12 months while managing school, football, and Student Body President commitments.
Building a strong local network through relationship-driven advising.

Carpenter

Fitness Intallation Inc.

Dassel, MN

01.2014 - Current

Developed problem-solving and project management skills through hands-on work.
Learned a hard work ethic from my parents in the family business.

Sales Intern

Gallagher

06.2023 - 08.2023

Built strong communication and relationship management skills.
Worked closely with professionals in the insurance and risk management industry.

Education

Business Administration - Major With An Emphasis in Finance, Minor in Entrepreneurship

Morningside University

IA, USA

05.2025

Skills

FINRA Series 7
FINRA Series 66
SIE
Iowa Life & Health Licensed
Client Acquisition
Public Speaking

Leadership
Financial analysis
Risk assessment
Client relationship management
Investment strategies
Networking skills

Certifications And Skills

FINRA Series 7 & 66
SIE
Iowa Life & Health Licensed
Wealth Management & Investments
Retirement Planning & Tax Strategies
Business Development & Client Acquisition
Public Speaking & Leadership
Relationship Building & Networking

Leadership And Education

Morningside University, 05/01/25, Business Administration, Finance, Entrepreneurship, Student Body President, Led campus-wide initiatives., Managed budgets., Delivered keynote speeches., Football Team Member, Developed discipline, teamwork, and leadership balancing academics and athletics.

Timeline