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Shannon Faye Moenkhaus

Clarity Financial Planners

Clayton, MO

CRD 4457340

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Employer firm

Clarity Financial Planners CRD 277114

$132M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Clarity Financial Planners

168 N. Meramec Avenue Suite 150, Clayton, MO 63105 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-11-18
MO RA APPROVED 2015-10-02
  • TX RA
    APPROVED
    Since 2020-11-18
  • MO RA
    APPROVED
    Since 2015-10-02

Branch Locations

168 N. Meramec Avenue Suite 150, Clayton, MO 63105 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Clarity Financial Planners, Llc St Louis MO 09/2015 Present
  • 09/2015 → Present
    Clarity Financial Planners, Llc
    St Louis, MO
Previous Registrations
  • 2009-01-29 → 2015-10-02
    Buckingham Strategic Wealth, Llc
    St Louis, MO
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2002-03-01
  • S63 Uniform Securities Agent State Law Examination
    2002-03-01
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

SINNET CAPITAL MANAGEMENT, LLC
PARKSIDE ADVISORS LLC
LPL ENTERPRISE, LLC

Nearby Investors

TIMOTHY PAUL HASARA
MARGARET MARY FRIEDHOFF
Tyler Allen Bubolz

Nearby Offices

SINNET CAPITAL MANAGEMENT, LLC · CLAYTON, MO
PARKSIDE ADVISORS LLC · CLAYTON, MO
LPL ENTERPRISE, LLC · CLAYTON, MO

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