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Donald Benjamin Moenning

Clarus Wealth Advisors, LLC

Castle Rock, CO

Peoria, AZ

CRD 6822600

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Employer firm

Clarus Wealth Advisors, LLC CRD 281160

$305M regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Clarus Wealth Advisors, Llc

9125 W. Thunderbird Road, Suite 100, Peoria, AZ 85381 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2018-03-13
  • CO RA
    APPROVED
    Since 2018-03-13

Branch Locations

202 6Th Street Suite 301C, Castle Rock, CO 80104 • United States

9125 W. Thunderbird Road, Suite 100, Peoria, AZ 85381 • 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
Sowell Management Services North Little Rock AR 12/2015 02/2018
Clarus Wealth Advisors Llc Peoria AZ 02/2018 Present
Previous Registrations
Other Businesses

Start Date: 4/10/2018 - Granite Capital Advisors, LLC. Managing investment accounts for clients, meeting with clients to discuss investment options and plans. General IAR responsibilities. 1 - 2 hours a month during trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-06-29
  • S65 Uniform Investment Adviser Law Examination
    2017-06-29

View on SEC IAPD

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