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Shannon Faye Moenkhaus

CLARITY FINANCIAL PLANNERS, LLC·CLAYTON, Missouri
Series 7, Series 63Clean record17 years registeredCLARITY FINANCIAL PLANNERS, LLC
168 N. MERAMEC AVENUE, CLAYTON, MO 63105CRD# 4457340Firm CRD# 277114

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Shannon Faye Moenkhaus · CLAYTON, MO
Registration
CRD #4457340 · CLARITY FINANCIAL PLANNERS, LLC · 17 years registered
Brand Profile
Not yet started
01

Career History

CLARITY FINANCIAL PLANNERS
Sep 2015 – present
BUCKINGHAM ASSET MANAGEMENT, LLC
Jan 2009 – Oct 2015
ST LOUIS, MO
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Registration record
First registered · January 29, 2009
Years registered · 17
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CLARITY FINANCIAL PLANNERS, LLC
CRD 277114 · SEC 801-130103
AUM
$111M
Regulatory assets under management
Employees
2
185 client accounts
Services offered by CLARITY FINANCIAL PLANNERS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CLARITY FINANCIAL PLANNERS, LLC →
Introduction

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05

Frequently Asked Questions

What services does Shannon Faye Moenkhaus offer?
Shannon Faye Moenkhaus specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in CLAYTON, Missouri for a consultation.
What are Shannon Faye Moenkhaus's credentials?
Shannon Faye Moenkhaus is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Shannon Faye Moenkhaus located?
Shannon Faye Moenkhaus is based in CLAYTON, Missouri, working with CLARITY FINANCIAL PLANNERS, LLC. Their office serves clients in the CLAYTON metropolitan area and surrounding communities.
How does Shannon Faye Moenkhaus charge for services?
Shannon Faye Moenkhaus's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CLARITY FINANCIAL PLANNERS, LLC?
CLARITY FINANCIAL PLANNERS, LLC has approximately 2 employees and manages $111M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CLARITY FINANCIAL PLANNERS, LLC

William Jay Bender
CHESTERFIELD, MO

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Research
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