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CLARITY FINANCIAL PLANNERS, LLC
CLARITY FINANCIAL PLANNERS, LLC
CLARITY FINANCIAL PLANNERS
CLAYTON, Missouri
·
2 registered advisors
·
CRD# 277114
SEC# 801-130103
0
314-548-2260
01
Firm Overview
AUM
$111M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at CLARITY FINANCIAL PLANNERS, LLC
2 registered advisors
Shannon Faye Moenkhaus
CLAYTON, Missouri
CRD# 4457340
William Jay Bender
CHESTERFIELD, Missouri
CRD# 4918533
05
Office Locations
CHESTERFIELD, Missouri
1 advisor
CLAYTON, Missouri
1 advisor
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Data sourced from SEC Form ADV filings. CLARITY FINANCIAL PLANNERS, LLC (CRD# 277114) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.