Donald
Erickson
Clarity Asset Management, Inc
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About this Advisor
Donald Erickson is a chartered financial consultant operating out of Ames, Iowa, who has 36 years of work experience. Erickson is currently employed by Clarity Asset Management, Inc. During their career, the advisor has held roles at Clarity Asset Management, Inc, Resource Planning Group and Resource Planning Group, Inc. Erickson maintains a Series 63 license, certifying them as a securities agent, and is approved to operate in Iowa. Clarity Asset Management, Inc is a financial advisory business operating out of Ames, Iowa. It has offices in five locations and just five financial advisors. It handles $227 million in assets under management among its 564 accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. The firm serves one charitable organizations. Of its 564 customer accounts, 35% belong to high-net-worth individuals who have at least $1 million in assets available to invest. Clarity Asset Management, Inc offers a few services, such as financial planning services and portfolio management for individuals and small businesses. Fees for financial management usually depend on which service is provided. However, fees charged by Clarity Asset Management, Inc likely are comprised of asset-based and fixed fees.
Certifications and Registrations
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Clarity Asset Management, Inc Brokerage Details
$227,282,155
5
564
$402,983
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Answer a few questions to get a personalized match.Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Donald Erickson Work History
Donald has 36 years of experience.
Clarity Asset Management, Inc
Resource Planning Group, Inc
Clarity Asset Management, Inc
Resource Planning Group
Disclosures
Donald Erickson has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Clarity Asset Management, Inc
Ames, IA
Ames, IA
Ames, IA
Ames, IA
The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.
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