Alena Kalleope Zaffery

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2013 → 05/2017
  Student
  Albuquerque, NM
• 05/2017 → 09/2017
  Lynn And Associates Llc
  Albuquerque, NM
• 09/2017 → 06/2018
  Student
  Portland, OR
• 06/2018 → 08/2018
  Sandia Golf Club
  Albuquerque, NM
• 09/2018 → 06/2019
  Student
  Portland, OR
• 06/2019 → 09/2019
  Portland Japanese Gardens
  Portland, OR
• 09/2019 → 07/2020
  Student
  Corvallis, OR
• 07/2020 → 07/2021
  American Campus Communities
  Corvallis, OR
• 07/2021 → 10/2021
  Student
  Corvallis, OR
• 10/2021 → 10/2022
  Block 15 Brewing
  Corvallis, OR
• 10/2022 → 07/2024
  Keith Dragoo
  Corvallis, OR
• 07/2024 → 07/2025
  Northwestern Mutual Investment Services Llc
  Corvallis, OR
• 06/2023 → 02/2024
  Keith Dragoo
  Corvallis, OR
• 03/2024 → 02/2025
  Keith Dragoo
  Corvallis, OR
• 02/2025 → 07/2025
  Northwestern Mutual Life Insurance Company
  Corvallis, OR
• 03/2025 → 07/2025
  Kdfg & Associates Llc
  Corvallis, OR
• 04/2025 → 07/2025
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 07/2025 → Present
  Clarity Wealth Development, Llc
  Corvallis, OR

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-09-15
• S63 Uniform Securities Agent State Law Examination
  2025-01-16

Other Names

• Alena Zaffery