Christopher
Vivian

Total Clarity Wealth Management, Inc

CRD#5929586
Investment Advisor
in Saint Charles, IL

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About this Advisor

Christopher Vivian is a financial advisor who works out of Saint Charles, Illinois, with 12 years of industry experience. Vivian is on the advisory team at Total Clarity Wealth Management, Inc. Their career trajectory has included roles at Total Clarity Wealth Management, Inc, Cetera Advisor Networks LLC and Lpl Financial. Vivian holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can work in Illinois and Texas. Total Clarity Wealth Management, Inc is a financial advisory business that has its headquarters in Saint Charles, IL. The company has offices in five locations and a total of 19 people on staff. It oversees $329 million in assets among its 1,470 customer accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. The firm serves two charitable organizations. Of its 1,470 client accounts, 24% are associated with high-net-worth investors who have more than $1 million in investable assets. The advisory firm provides a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, educational seminars and other services. Fees for financial management depend on which services are offered. Fees billed by Total Clarity Wealth Management, Inc can consist of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

525 Tyler Rd Suite T
Saint Charles, IL 60174

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Total Clarity Wealth Management, Inc Brokerage Details

Total Assets Under Management

$329,076,000

IL Average: $6,674,516,078
Total Number of Employees

19

IL Average: 44
Total Number of Accounts

1,470

IL Average: 2,564
Average Account Size

$223,861

IL Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
  • Other

Christopher Vivian Work History

Christopher has been registered as a financial advisor for 12 years.*

2018 - Present (6 years)

Lpl Financial

2011 - Present (13 years)

Total Clarity Wealth Management, Inc

2013 - 2018 (5 years)

Cetera Advisor Networks LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Christopher Vivian to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Total Clarity Wealth Management, Inc

Brendan Kaar
Edwards, IL
Maria Wilson
Naperville, IL
Vanessa Croessmann
Saint Charles, IL
Christopher Vivian
Saint Charles, IL
Thomas Castronovo
Batavia, IL
Anne Marie Woodrich
Saint Charles, IL
Robert Piton
Saint Charles, IL
Brent Fields
Saint Charles, IL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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