Clear Springs Wealth

Clear Springs Wealth (CRD# 322313) is a financial advisory firm headquartered in , . They manage $2,949,218 in 25 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.clearspringswealth.com
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    25
    ACCOUNTS
  • Average Account Value
    $117,969
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

KS

Financial Advisors at Clear Springs Wealth
Showing 1 - 1 of 1 top financial advisors.
1
Lisa Clements, financial advisor Bucyrus KS
Lisa M. Clements
CRD#: 6935534
Bucyrus, KS

Lisa Clements (CRD# 6935534) is an Investment Advisor Representative working at Clear Springs Wealth in Bucyrus, KS and has 1 year 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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