Clarify Wealth Management

Clarify Wealth Management (CRD# 172355) is a financial advisory firm headquartered in Cincinnati, OH. They manage $141,000,000 in 647 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    141
    MILLION
  • Total Number of Accounts
    647
    ACCOUNTS
  • Average Account Value
    $217,929
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CO, FL, IL, IN, KY, OH, TX

Financial Advisors at Clarify Wealth Management
Showing 1 - 8 of 8 top financial advisors.
1
James G. Brandenburgh
CRD#: 5296821
50 E-business Way, Suite 100, Cincinnati, OH 45241
96
Wealthminder
score

James Brandenburgh (CRD# 5296821) is an Investment Advisor Representative working at Clarify Wealth Management in Cincinnati, OH and has over 7 years of experience in the finance industry. James Brandenburgh 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.

2
Thomas B. Clark
CRD#: 2650734
50 E-business Way, Suite 100, Cincinnati, OH 45241
96
Wealthminder
score

Thomas Clark (CRD# 2650734) is an Investment Advisor Representative working at Clarify Wealth Management in Cincinnati, OH and has over 22 years of experience in the finance industry. Thomas Clark 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.

3
Martin J. Kubik
CRD#: 2035580
50 E-business Way, Suite 100, Cincinnati, OH 45241
96
Wealthminder
score

Martin Kubik (CRD# 2035580) is an Investment Advisor Representative working at Clarify Wealth Management in Cincinnati, OH and has over 25 years of experience in the finance industry. Martin Kubik 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.

4
Kathleen J. Laurin
CRD#: 727793
50 East Rivercenter Blvd #1815, Covington, KY 41011
96
Wealthminder
score

Kathleen Laurin (CRD# 727793) is an Investment Advisor Representative working at Clarify Wealth Management in Covington, KY and has over 33 years of experience in the finance industry. Kathleen Laurin 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.

5
Ronald P. Austin
CRD#: 1890790
2925 Union Street, Lafayette, IN 47903
93
Wealthminder
score

Ronald Austin (CRD# 1890790) is an Investment Advisor Representative working at Clarify Wealth Management in Lafayette, IN and has over 29 years of experience in the finance industry.

6
Lawrence E. Goebel
CRD#: 2046972
2925 Union Street, Lafayette, IN 47903
93
Wealthminder
score

Lawrence Goebel (CRD# 2046972) is an Investment Advisor Representative working at Clarify Wealth Management in Lafayette, IN and has over 27 years of experience in the finance industry.

7
Aubrey H. Ramey
CRD#: 2654052
50 E-business Way, Suite 100, Cincinnati, OH 45241
93
Wealthminder
score

Aubrey Ramey (CRD# 2654052) is an Investment Advisor Representative working at Clarify Wealth Management in Cincinnati, OH and has over 19 years of experience in the finance industry.

8
Adam P. Lisowsky
CRD#: 6411978
50 E-business Way, Suite 100, Cincinnati, OH 45241
90
Wealthminder
score

Adam Lisowsky (CRD# 6411978) is an Investment Advisor Representative working at Clarify Wealth Management in Cincinnati, OH and has over 3 years of experience in the finance industry.

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