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Michael Alan Sherman

CLARUS WEALTH ADVISORS, LLC·PEORIA, Arizona
Clean recordCLARUS WEALTH ADVISORS, LLC
9125 W. THUNDERBIRD ROAD, SUITE 100, PEORIA, AZ 85381CRD# 1063330Firm CRD# 281160

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael Alan Sherman · PEORIA, AZ
Registration
CRD #1063330 · CLARUS WEALTH ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Michael Alan Sherman is a registered financial advisor based in PEORIA, Arizona, affiliated with CLARUS WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
CLARUS WEALTH ADVISORS, LLC
CLARUS WEALTH ADVISORS, LLC
AUM
$223M
Regulatory assets under management
Employees
16
Total firm employees
View all advisors at CLARUS WEALTH ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1063330
Firm CRD# 281160
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Michael Alan Sherman offer?
Michael Alan Sherman specializes in Financial Planning, Investment Management. Contact their office in PEORIA, Arizona for a consultation.
What are Michael Alan Sherman's credentials?
Michael Alan Sherman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Alan Sherman located?
Michael Alan Sherman is based in PEORIA, Arizona, working with CLARUS WEALTH ADVISORS, LLC. Their office serves clients in the PEORIA metropolitan area and surrounding communities.
How does Michael Alan Sherman charge for services?
Michael Alan Sherman's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CLARUS WEALTH ADVISORS, LLC?
CLARUS WEALTH ADVISORS, LLC has approximately 16 employees and manages $223M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CLARUS WEALTH ADVISORS, LLC

Joshua Allen Cooper
PEORIA, AZ
Bert Allen Cooper
PEORIA, AZ
Theresa Ann Fanning
PEORIA, AZ

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Research
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