Unclaimed Profile

Theresa Ann Fanning

CLARUS WEALTH ADVISORS, LLC·PEORIA, Arizona

SIE, Series 4, Series 7, Series 9, Series 10, Series 14, Series 24, Series 52TO, Series 53, Series 63, Series 66Clean record18 years registeredCLARUS WEALTH ADVISORS, LLC

9125 W. THUNDERBIRD ROAD, SUITE 100, PEORIA, AZ 85381CRD# 2984994Firm CRD# 281160

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Theresa Ann Fanning · PEORIA, AZ

Registration

CRD #2984994 · CLARUS WEALTH ADVISORS, LLC · 18 years registered

Brand Profile

Not yet started

Career History

PRIVATE CLIENT SERVICES, LLC

Oct 2023 – present

CLARUS WEALTH ADVISORS, LLC

Mar 2018 – present

MORGAN STANLEY

Nov 2016 – Mar 2018

DALLAS, TX

WFG ADVISORS, LP

Mar 2014 – Nov 2016

DALLAS, TX

WELLS FARGO ADVISORS, LLC

Jan 2008 – Mar 2014

DALLAS, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 9

Series 10

Series 14

Series 24

Series 52TO

Series 53

Series 63

Series 66

Registration record

First registered · January 7, 2008

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CLARUS WEALTH ADVISORS, LLC

CRD 281160 · SEC 801-110156

AUM

$223M

Regulatory assets under management

Employees

878 client accounts

Services offered by CLARUS WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CLARUS WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Theresa Ann Fanning offer?

Theresa Ann Fanning specializes in Financial Planning, Investment Management. Contact their office in PEORIA, Arizona for a consultation.

What are Theresa Ann Fanning's credentials?

Theresa Ann Fanning is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Theresa Ann Fanning located?

Theresa Ann Fanning 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 Theresa Ann Fanning charge for services?

Theresa Ann Fanning'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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