Clarity Asset Management, Inc.

Clarity Asset Management, Inc. (CRD# 115699) is a financial advisory firm headquartered in Ames, IA. They manage $124,673,000 in 384 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    125
    MILLION
  • Total Number of Accounts
    384
    ACCOUNTS
  • Average Account Value
    $324,669
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
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.

IA

Financial Advisors at Clarity Asset Management, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Donald L. Erickson
CRD#: 1296053
2117 Philadelphia Street, Suite 100, Ames, IA 50010
96
Wealthminder
score

Donald Erickson (CRD# 1296053) is an Investment Advisor Representative working at Clarity Asset Management, Inc. in Ames, IA and has over 30 years of experience in the finance industry.

2
Debra A. Conlon
CRD#: 3094812
2117 Philadelphia Street, Suite 100, Ames, IA 50010
93
Wealthminder
score

Debra Conlon (CRD# 3094812) is an Investment Advisor Representative working at Clarity Asset Management, Inc. in Ames, IA and has over 10 years of experience in the finance industry.

3
Steven J. Larson
CRD#: 4577948
2117 Philadelphia Street, Suite 100, Ames, IA 50010
93
Wealthminder
score

Steven Larson (CRD# 4577948) is an Investment Advisor Representative working at Clarity Asset Management, Inc. in Ames, IA and has over 16 years of experience in the finance industry.

4
Kacy P. Bass
CRD#: 6460989
2117 Philadelphia Street, Suite 100, Ames, IA 50010
88
Wealthminder
score

Kacy Bass (CRD# 6460989) is an Investment Advisor Representative working at Clarity Asset Management, Inc. in Ames, IA and has over 2 years of experience in the finance industry.

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