David Sleeter, financial advisor Oak Brook IL
92 score

David Sleeter

CRD Number: 6196325
Current Firm: Total Clarity Wealth Management, Inc.

David Sleeter (CRD# 6196325) is an Investment Advisor Representative working at Total Clarity Wealth Management, Inc. in Oak Brook, IL and has over 3 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Total Clarity Wealth Management, Inc. Oak Brook, IL Oct 2013 - Current 3
Cetera Advisor Networks El Segundo, CA May 2013 - Current 3
Heartland Capital Resources Oak Brook, IL May 2013 - Current 3
Unemployed Downers Grove, IL Mar 2013 - May 2013 < 1
Manning & Napier Advisors Fairport, IL Jul 2008 - Mar 2013 4
Unemployed Downers Grove, IL May 2008 - Jul 2008 < 1
University Of Illinois At Urbana - Champaign Urbana, IL Aug 2004 - May 2008 3
Harris Associates LP Chicago, IL May 2007 - Aug 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2013
Contact Info for David A. Sleeter
Phone Number: 630-762-9352
Firm Website: http://www.wsfa.net
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    191
    MILLIONS
  • Total Number of Accounts
    926
    ACCOUNTS
  • Average Account Value
    $206,048
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

FL, IL, IN, MD, MO, TX, WI

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BADGES
92
Clean Record
This advisor has a clean track record with regulators.

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