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Steven James Larson

CLARITY ASSET MANAGEMENT, INC.·AMES, Iowa
Series 65Clean record25 years registeredCLARITY ASSET MANAGEMENT, INC.
2117 PHILADELPHIA STREET, AMES, IA 50010CRD# 4577948Firm CRD# 115699

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Steven James Larson · AMES, IA
Registration
CRD #4577948 · CLARITY ASSET MANAGEMENT, INC. · 25 years registered
Brand Profile
Not yet started
01

Career History

CLARITY ASSET MANAGEMENT, INC.
Apr 2001 – present
RESOURCE PLANNING GROUP (RPG)
Jan 2005 – Aug 2012
AMES, IA
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · April 4, 2001
Years registered · 25
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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05

Frequently Asked Questions

What services does Steven James Larson offer?
Steven James Larson specializes in Financial Planning, Investment Management. Contact their office in AMES, Iowa for a consultation.
What are Steven James Larson's credentials?
Steven James Larson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Steven James Larson located?
Steven James Larson 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 Steven James Larson charge for services?
Steven James Larson'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
Donald Lee Erickson
AMES, IA
Kacy Parker Bass
AMES, IA

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