Ryan Mohr, financial advisor Tigard OR
96 score

Ryan Mohr

CRD Number: 5396900
Current Firm: Clarity Capital Management LLC

Ryan Mohr (CRD# 5396900) is an Investment Advisor Representative working at Clarity Capital Management LLC in Tigard, OR and has over 10 years of experience in the finance industry. Ryan Mohr 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.

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Professional Designations
Company Name Location Dates Years
Clarity Capital Management LLC Tigard, OR Aug 2017 - Current < 1
M Holdings Securities, Inc. Portland, OR Nov 2013 - Current 4
Thrivent Financial For Lutherans Appleton, WI Aug 2007 - Nov 2013 6
Thrivent Investment Management Inc. Lakewood, WA Jul 2007 - Nov 2013 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2007
Contact Info for Ryan M. Mohr
Phone Number: 503-388-5781
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
    2
    MILLIONS
  • Total Number of Accounts
    5
    ACCOUNTS
  • Average Account Value
    $458,938
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
  • Pension consulting services
Types of Clients
Registered States

OR

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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