Clarity Asset Management, Inc.

Clarity Asset Management, Inc. (CRD# 115699) is a financial advisory firm headquartered in Ames, IA. They manage $204,271,016 in 573 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
2117 Philadelphia Street, Suite 100, Ames, IA 50010
http://clarityinvestments.com/
By the Numbers
  • Total Assets Under Management
    204
    MILLION
  • Total Number of Accounts
    573
    ACCOUNTS
  • Average Account Value
    $356,494
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IA, TX

Financial Advisors at Clarity Asset Management, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Kacy Bass, financial advisor Ames IA
Kacy P. Bass
CRD#: 6460989
2117 Philadelphia Street, Suite 100, Ames, IA 50010

Kacy Bass (CRD# 6460989) is an Investment Advisor Representative working at Clarity Asset Management, Inc. in Ames, IA and has over 9 years of experience in the finance industry.

2
Nevin Conlon, financial advisor Ames IA
Nevin M. Conlon
CRD#: 6708883
2117 Philadelphia Street, Suite 100, Ames, IA 50010

Nevin Conlon (CRD# 6708883) is an Investment Advisor Representative working at Clarity Asset Management, Inc. in Ames, IA and has over 6 years of experience in the finance industry.

3
Donald Erickson, financial advisor Ames IA
Donald L. Erickson
CRD#: 1296053
2117 Philadelphia Street, Suite 100, Ames, IA 50010

Donald Erickson (CRD# 1296053) is an Investment Advisor Representative working at Clarity Asset Management, Inc. in Ames, IA and has over 37 years of experience in the finance industry.

4
Steven Larson, financial advisor Ames IA
Steven J. Larson
CRD#: 4577948
2117 Philadelphia Street, Suite 100, Ames, IA 50010

Steven Larson (CRD# 4577948) is an Investment Advisor Representative working at Clarity Asset Management, Inc. in Ames, IA and has over 23 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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