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Shane Francis Littleton

Clarity Wealth Development, LLC

Corvallis, OR

CRD 8048055

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Employer firm

Clarity Wealth Development, LLC CRD 155103

$209M regulatory AUM 7 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

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

Current Employers
Clarity Wealth Development, Llc

262 Nw Polk Ave, Corvallis, OR 97330 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2025-02-21
  • OR RA
    APPROVED
    Since 2025-02-21

Branch Locations

262 Nw Polk Ave, Corvallis, OR 97330 • 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 Wealth Development, Llc Corvallis OR 02/2025 Present
Catholic Charities Sf San Francisco CA 10/2020 01/2025
Pontifical North American College Washington DC 08/2019 10/2020
Bethlehem University Foundation Beltsville MD 01/2017 08/2019
Student Chicago IL 02/2015 12/2016
  • 02/2025 → Present
    Clarity Wealth Development, Llc
    Corvallis, OR
  • 10/2020 → 01/2025
    Catholic Charities Sf
    San Francisco, CA
  • 08/2019 → 10/2020
    Pontifical North American College
    Washington, DC
  • 01/2017 → 08/2019
    Bethlehem University Foundation
    Beltsville, MD
  • 02/2015 → 12/2016
    Student
    Chicago, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-10-24
  • S65 Uniform Investment Adviser Law Examination
    2024-10-24

View on SEC IAPD

Nearby Firms

EDWARD JONES
SPECTRUM STRATEGIC CAPITAL MANAGEMENT, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Nearby Investors

Gary L Cotterell
BENJAMIN SCOTT MEEKER
GREG BACHMAN

Nearby Offices

EDWARD JONES · CORVALLIS, OR
SPECTRUM STRATEGIC CAPITAL MANAGEMENT, LLC · CORVALLIS, OR
EDWARD JONES · CORVALLIS, OR

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