Clarity Asset Management, Inc.

Clarity Asset Management, Inc. (CRD# 115699) is a financial advisory firm headquartered in Ames, IA. They manage $140,191,888 in 413 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    140
    MILLION
  • Total Number of Accounts
    413
    ACCOUNTS
  • Average Account Value
    $339,448
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
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 - 5 of 5 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 31 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 17 years of experience in the finance industry.

4
Kacy P. Bass
CRD#: 6460989
2117 Philadelphia Street, Suite 100, Ames, IA 50010
92
Wealthminder
score

Kacy Bass (CRD# 6460989) is an Investment Advisor Representative working at Clarity Asset Management, Inc. in Ames, IA and has over 3 years of experience in the finance industry. Kacy Bass 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
Nevin M. Conlon
CRD#: 6708883
2117 Philadelphia Street, Suite 100, Ames, IA 50010
87
Wealthminder
score

Nevin Conlon (CRD# 6708883) is an Investment Advisor Representative working at Clarity Asset Management, Inc. in Ames, IA and has 1 year of experience in the finance industry.

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