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CLARITY ASSET MANAGEMENT, INC.
CLARITY ASSET MANAGEMENT, INC.
AMES, Iowa
·
10 registered advisors
·
CRD# 115699
SEC# 801-78348
5
515-233-3152
01
Firm Overview
AUM
$204M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
10
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at CLARITY ASSET MANAGEMENT, INC.
10 registered advisors
Becky Erickson
AMES, Iowa
CRD# 7321948
Debra Ann Conlon
AMES, Iowa
CRD# 3094812
Donald Lee Erickson
AMES, Iowa
CRD# 1296053
Julie Siegel
AMES, Iowa
CRD# 6289886
Kacy Parker Bass
AMES, Iowa
CRD# 6460989
Nevin Michael Conlon
AMES, Iowa
CRD# 6708883
Samantha Conlon
AMES, Iowa
CRD# 7321950
Sophie Bass
AMES, Iowa
CRD# 7321949
Stephen Siegel
AMES, Iowa
CRD# 7321952
Steven James Larson
AMES, Iowa
CRD# 4577948
05
Office Locations
AMES, Iowa
10 advisors
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Data sourced from SEC Form ADV filings. CLARITY ASSET MANAGEMENT, INC. (CRD# 115699) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.