Shannon Moenkhaus, financial advisor Chesterfield MO
96 score

Shannon Moenkhaus

CRD Number: 4457340
Current Firm: Clarity Financial Planners

Shannon Moenkhaus (CRD# 4457340) is an Investment Advisor Representative working at Clarity Financial Planners in Chesterfield, MO and has over 14 years of experience in the finance industry. Shannon Moenkhaus 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.

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Professional Designations
Company Name Location Dates Years
Clarity Financial Planners Chesterfield, MO Sep 2015 - Current 1
Buckingham Asset Management Clayton, MO Jan 2009 - Sep 2015 6
Enterprise Bank & Trust Clayton, MO Jun 2001 - Sep 2008 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2002
Contact Info for Shannon F. Moenkhaus
Phone Number: 314-548-2260
Registered State(s):
  • MO
  • TX
By the Numbers
  • Total Assets Under Management
    296
    MILLIONS
  • Total Number of Accounts
    735
    ACCOUNTS
  • Average Account Value
    $402,329
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

MO, TX

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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