Unclaimed Profile

Tom Howard Sleeter

TOTAL CLARITY WEALTH MANAGEMENT, INC·ST. CHARLES, Illinois

SIE, Series 7, Series 66Clean record22 years registeredTOTAL CLARITY WEALTH MANAGEMENT, INC

525 TYLER RD, ST. CHARLES, IL 60174CRD# 3176055Firm CRD# 142728

Profile Verification

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

Identity

Tom Howard Sleeter · ST. CHARLES, IL

Registration

CRD #3176055 · TOTAL CLARITY WEALTH MANAGEMENT, INC · 22 years registered

Brand Profile

Not yet started

Career History

RUGGAARD & ASSOCIATES

Jan 2023 – present

TOTAL CLARITY WEALTH MANAGEMENT, INC

Apr 2007 – Dec 2022

OAK BROOK, IL

FINANCIAL NETWORK INVESTMENT CORPORATION

Oct 2003 – Dec 2012

OAK BROOK, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · October 27, 2003

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TOTAL CLARITY WEALTH MANAGEMENT, INC

CRD 142728 · SEC 801-67755

AUM

$458M

Regulatory assets under management

Employees

2,033 client accounts

Services offered by TOTAL CLARITY WEALTH MANAGEMENT, INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at TOTAL CLARITY WEALTH MANAGEMENT, INC →

Introduction

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Frequently Asked Questions

What services does Tom Howard Sleeter offer?

Tom Howard Sleeter specializes in Financial Planning, Investment Management. Contact their office in ST. CHARLES, Illinois for a consultation.

What are Tom Howard Sleeter's credentials?

Tom Howard Sleeter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Tom Howard Sleeter located?

Tom Howard Sleeter is based in ST. CHARLES, Illinois, working with TOTAL CLARITY WEALTH MANAGEMENT, INC. Their office serves clients in the ST. CHARLES metropolitan area and surrounding communities.

How does Tom Howard Sleeter charge for services?

Tom Howard Sleeter's firm is compensated through percentage of aum, hourly charges, subscription fees, other: per project fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TOTAL CLARITY WEALTH MANAGEMENT, INC?

TOTAL CLARITY WEALTH MANAGEMENT, INC has approximately 24 employees and manages $458M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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