Clarity Financial Planners

Clarity Financial Planners (CRD# 277114) is a financial advisory firm headquartered in Chesterfield, MO. They manage $295,711,875 in 735 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    296
    MILLION
  • Total Number of Accounts
    735
    ACCOUNTS
  • Average Account Value
    $402,329
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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.

MO, TX

Financial Advisors at Clarity Financial Planners
Showing 1 - 2 of 2 top financial advisors.
1
Shannon F. Moenkhaus
CRD#: 4457340
400 Chesterfield Center, Suite 400, Chesterfield, MO 63017
96
Wealthminder
score

Shannon Moenkhaus (CRD# 4457340) is an Investment Advisor Representative working at Clarity Financial Planners in Chesterfield, MO and has over 14 years of experience in the finance industry. Shannon Moenkhaus 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
William J. Bender
CRD#: 4918533
400 Chesterfield Center, Suite 400, Chesterfield, MO 63017
93
Wealthminder
score

William Bender (CRD# 4918533) is an Investment Advisor Representative working at Clarity Financial Planners in Chesterfield, MO and has over 11 years of experience in the finance industry.

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