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Donald Lee Erickson

Clarity Asset Management, Inc.

Ames, IA

CRD 1296053

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Employer firm

Clarity Asset Management, Inc. CRD 115699

$257M regulatory AUM 6 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Educational seminars

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

Current Employers
Clarity Asset Management, Inc.

2117 Philadelphia Street Suite 100, Ames, IA 50010 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 1999-06-01
  • IA RA
    APPROVED
    Since 1999-06-01

Branch Locations

2117 Philadelphia Street Suite 100, Ames, IA 50010 • 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 Asset Management, Inc. Ames IA 11/2013 Present
Previous Registrations
  • 2005-01-10 → 2015-11-20
    Resource Planning Group (Rpg)
    Ames, IA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1987-04-10
  • S63 Uniform Securities Agent State Law Examination
    1987-04-10
Designations
  • Chartered Financial Consultant
Other Names
  • Don Erickson

View on SEC IAPD

Nearby Firms

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
OSAIC WEALTH, INC.

Nearby Investors

LANE DOUGLAS SIRES
ETHAN THOMAS MECHLING
KELSEY RAE SUMMERS

Nearby Offices

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC · AMES, IA
THRIVENT INVESTMENT MANAGEMENT INC. · AMES, IA
OSAIC WEALTH, INC. · AMES, IA

More in Ames, IA

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