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Donald Lee Erickson

CLARITY ASSET MANAGEMENT, INC.·AMES, Iowa
Series 6, Series 63Clean record27 years registeredCLARITY ASSET MANAGEMENT, INC.
2117 PHILADELPHIA STREET, AMES, IA 50010CRD# 1296053Firm CRD# 115699

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Donald Lee Erickson · AMES, IA
Registration
CRD #1296053 · CLARITY ASSET MANAGEMENT, INC. · 27 years registered
Brand Profile
Not yet started
01

Career History

CLARITY ASSET MANAGEMENT, INC.
Jun 1999 – present
RESOURCE PLANNING GROUP (RPG)
Jan 2005 – Nov 2015
AMES, IA
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 63
Registration record
First registered · June 1, 1999
Years registered · 27
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CLARITY ASSET MANAGEMENT, INC.
CRD 115699 · SEC 801-78348
AUM
$204M
Regulatory assets under management
Employees
5
573 client accounts
Services offered by CLARITY ASSET MANAGEMENT, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at CLARITY ASSET MANAGEMENT, INC. →
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Frequently Asked Questions

What services does Donald Lee Erickson offer?
Donald Lee Erickson specializes in Financial Planning, Investment Management. Contact their office in AMES, Iowa for a consultation.
What are Donald Lee Erickson's credentials?
Donald Lee Erickson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Donald Lee Erickson located?
Donald Lee Erickson is based in AMES, Iowa, working with CLARITY ASSET MANAGEMENT, INC.. Their office serves clients in the AMES metropolitan area and surrounding communities.
How does Donald Lee Erickson charge for services?
Donald Lee Erickson's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CLARITY ASSET MANAGEMENT, INC.?
CLARITY ASSET MANAGEMENT, INC. has approximately 5 employees and manages $204M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CLARITY ASSET MANAGEMENT, INC.

Nevin Michael Conlon
AMES, IA
Debra Ann Conlon
AMES, IA
Kacy Parker Bass
AMES, IA
Steven James Larson
AMES, IA

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