Clark Frese has been an investment adviser representative at Asset Strategy Retirement Plan Consultants since November 2009, and is not listed among the firm’s executive officers or direct owners. Clark Frese holds a Degree in Business Administration from Villanova University.
Asset Strategy Retirement Plan Consultants, LLC is a Camp Hill, PA firm with $116M under management, 242 clients and 4 advisers in one office, as of its March 2026 filing.
Clark G. Frese is Founder of Asset Strategy Retirement Plan Consultants. He has more than 30 years of experience as a retirement plans consultant, and his insurance industry experience began with Mutual Benefit, which later became the Partners Group. He was a founding member and president of Alliance Benefit Group and the former regional president and principal shareholder of Invesmart, Inc. He has served for 13 years as a member of the Institutional Retirement Income Council.
Clark Frese’s longest registration is the current one, 16 years at Asset Strategy Retirement Plan Consultants since 2009. Before joining Asset Strategy Retirement Plan Consultants in 2009, Clark Frese was registered through Asset Strategy Consultants LLC and Asset Strategy Retirement Consultants, LLC.
- – present · 16 yearsCamp Hill, PA · Adviser representative · Firm CRD 147982
- Asset Strategy Consultants LLC– · 14 yearsMechanicsburg, PA · Adviser representative · Firm CRD 110800
- Asset Strategy Retirement Consultants, LLC– · 2 yearsHarrisburg, PA · Adviser representative · Firm CRD 139879
- Invesmart Advisors Inc– · 2 yearsMechanicsburg, PA · Adviser representative · Firm CRD 108731
Professional designations
Listed by Asset Strategy Retirement Plan Consultants
- Certified Pension Consultant (CPC)
- Accredited Investment Fiduciary Analyst (AIFA®)
Investment adviser representative registrations
Clark Frese is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from November 2009; the most recent is Texas, in January 2019.
- PennsylvaniaSince 5 November 2009
- TexasResidentSince 23 January 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 24 | General Securities Principal Examination | 4 April 2001 |
| Series 1 | Registered Representative Examination | 6 December 1972 |
- Name
- General Securities Principal Examination
- Name
- Registered Representative Examination
- Full name
- Clark Gregory Frese
- CRD
- 214135
- Firm
- Asset Strategy Retirement Plan Consultants · CRD 147982
- Office
- 3425 SIMPSON FERRY RD, SUITE 204, Camp Hill, PA 17011
- Registration
- Investment adviser registration
- In the industry since
- December 2003
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- asrpc.com
Where does Clark Frese work?
Clark Frese is an investment adviser representative registered through Asset Strategy Retirement Plan Consultants, LLC since November 2009, and is not listed among the firm’s executive officers or direct owners.
Is Clark Frese a financial advisor?
Yes. Clark Frese has a current investment-adviser registration in Pennsylvania and Texas, through Asset Strategy Retirement Plan Consultants since November 2009.
How many years of experience does Clark Frese have?
Clark Frese has 22 years in the financial industry, since December 2003, across 4 adviser firms.
What exams has Clark Frese passed?
Clark Frese has passed 2 licensing exams: the Series 1 and Series 24. The earliest, the Series 1, was passed in December 1972.
Where did Clark Frese work before Asset Strategy Retirement Plan Consultants?
Before Asset Strategy Retirement Plan Consultants, Clark Frese was registered through Asset Strategy Retirement Consultants, LLC, May 2006 to December 2008; Invesmart Advisors Inc, January 2001 to June 2003.
Where is Clark Frese based?
Clark Frese’s registered office is in Camp Hill, PA.
Is Clark Frese registered with FINRA?
No. Clark Frese has no current broker registration.
How can I verify Clark Frese’s record?
Search CRD 214135 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Clark Frese’s full registration record.
