Michelle Onaka (CRD# 7842658) is an Investment Advisor Representative working at Clarity Wealth Development, LLC in Corvallis, OR and has 1 year of experience in the finance industry.
CRD# 2795104
True Private Wealth Advisors, LLC
CRD# 5619235
Raymond James Financial Services Advisors, Inc.
CRD# 2948151
Spectrum Strategic Capital Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Nectarine | Corvallis, OR | Apr 2024 - Current | < 1 |
| Clarity Wealth Development, LLC | Corvallis, OR | Mar 2024 - Current | < 1 |
| Intentional Money Life | Corvallis, OR | Nov 2021 - Current | 2 |
| Clarity Wealth Development, LLC | Corvallis, OR | Aug 2023 - Mar 2024 | < 1 |
| Oregon State University | Corvallis, OR | Sep 2013 - Jun 2023 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2024 |
- OR
-
Total Assets Under Management141MILLIONS
-
Total Number of Accounts798ACCOUNTS
-
Average Account Value$176,235
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
OR, TX
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