Clarity Asset Management, Inc

Investment Advisor
in Ames, IA

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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

Series 63, Chartered Financial Consultant

Years of Experience

36 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees



Office Location

2117 Philadelphia Street Suite 100
Ames, IA 50010

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Clarity Asset Management, Inc Brokerage Details

Total Assets Under Management


IA Average: $9,259,360,772
Total Number of Employees


IA Average: 166
Total Number of Accounts


IA Average: 7,189
Average Account Size


IA Average: $1,287,990

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Donald Erickson Work History

Donald has 36 years of experience.

2013 - Present (10 years)

Clarity Asset Management, Inc

2013 - 2015 (2 years)

Resource Planning Group, Inc

1998 - 2013 (15 years)

Clarity Asset Management, Inc

1986 - 2013 (27 years)

Resource Planning Group


Donald Erickson has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Clarity Asset Management, Inc

Nevin Conlon
Ames, IA
Kacy Bass
Ames, IA
Steven Larson
Ames, IA
Donald Erickson
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

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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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