Kacy Bass (CRD# 6460989) is an Investment Advisor Representative working at Clarity Asset Management, Inc. in Ames, IA and has over 9 years of experience in the finance industry. Kacy Bass has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6104973
Black Mammoth LLC
CRD# 6935071
Thrivent Investment Management Inc.
CRD# 4420604
Global Retirement Partners LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Clarity Asset Management, Inc. | Ames, IA | Mar 2015 - Current | 9 |
| Student | Ames, IA | Mar 2005 - May 2018 | 13 |
| Clarity Asset Management, Inc. | Ames, IA | Jan 2014 - Mar 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2015 |
- IA
-
Total Assets Under Management204MILLIONS
-
Total Number of Accounts573ACCOUNTS
-
Average Account Value$356,494
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
IA, TX
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