About My Practice
Financial Management, Inc. is an independent, fee-based, registered investment advisory and wealth management firm based in Central Washington. Since 1991, we have grown to three offices with ten advisors and staff specializing in helping our clients pursue financial security and independence. Our financial planning, wealth management, and advisory services founded in our overriding principles of independence, integrity, and commitment allow us to be client-centered and provide superior planning and results.
Financial Management, Inc. was founded by Clark L. Permann, President. Our planning team of senior wealth advisors offer you a unique match of experience, credentials, licenses, education and service.
We have chosen to work independently with various insurance, investment, legal, tax, and professional firms over the years to create a wealth management platform. Our affiliation with LPL Financial over the years has provided us with independent research, regulatory oversight, resources, and collaboration with other allied professionals. Our commitment to providing the best strategies, resources, products, and advice to our clients continues to drive us to seek positive relationships that add value to the wealth management process.
Experience
Founder and President of Financial Management, Inc., an independent Registered Investment AdvisorFMI invests over $100 million of client's assets in many states.FMI is affiliated with the nation's largest independent broker/dealer, LPL Financial. As reported by Financial Planning magazine, June 1996-2011, based on total revenue.Co-Director of the Association Marketing Program through Financial Management Associates, LLC.Member of the American Society of Financial Service Professionals, the Yakima Estate Planning Council, the Financial Planning Association, the American Institute of Certified Financial Planners, Past President of the Yakima Valley Association of Life Underwriters, 1996-1997. Attended Brigham Young University in Provo, Utah with a major in Political Science and minors in Economics, Spanish and Finance. He also completed advanced studies in financial planning through the American College in Bryn Mawr, Pennsylvania.Registered Representative, Life Insurance Agent, Branch Manager, Registered Principal and Investment Advisor Representative of LPL FinancialCERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Life Underwriter (CLU), Chartered Mutual Fund Counselor (CMFC), Chartered Financial Consultant (ChFC), and Registered Financial Consultant™ (RFC™)Has worked with hundreds of Americans on how to be better prepared for retirementFMI is a member of LPL's Chairman's Club, limited to top 5% of over 7,700 registered representatives nationwide
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 6, 24, 63, 65, 66
Insurance Licenses
Life insurance: WA,ID, Health/disability insurance: WA,ID, Fixed annuities: WA,ID, Variable annuities: WA,ID
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Consultant (ChFC®)
- Other - CLU
Broker-Dealer Affiliation
LPL Financial
Broker-Dealer Disclaimer
Securities offered through LPL Financial, A Registered Investment Advisor, member FINRA/SIPC. Financial Planning offered through Financial Management, Inc. A Registered Investment Advisor and separate entity from LPL Financialial
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
