Steven
Larson

Clarity Asset Management, Inc

CRD#4577948
Investment Advisor
in Ames, IA

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About this Advisor

Steven Larson is a financial advisor operating in Ames, Iowa with a total of 22 years of industry experience. Larson currently works for Clarity Asset Management, Inc. Throughout their career, Larson has worked at Biblical Instit. For Leadership Dev and Clarity Asset Management, Inc. Larson holds a Series 65 license, certifying them as an investment advisor representative, and is able to work in Iowa. Clarity Asset Management, Inc is a financial advisory business that has its headquarters in Ames, IA. The investment advisory business has offices in five locations and just five financial advisors. It controls $191 million in assets among its 582 customer 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 582 accounts, 25% are held by high-net-worth investors who have greater than $1 million in investable assets. The company has a few services, including financial planning services and portfolio management for individuals and small businesses. Financial advisory fees typically depend on the type of services. However, fees billed by Clarity Asset Management, Inc likely are comprised of any blend of asset-based and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

22 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

$190,988,983

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

5

IA Average: 166
Total Number of Accounts

582

IA Average: 7,189
Average Account Size

$328,160

IA Average: $1,287,990

Investment Advisory Services

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

Steven Larson Work History

Steven has been registered as a financial advisor for 22 years.*

2022 - Present (2 years)

Clarity Asset Management, Inc

2013 - 2021 (8 years)

Clarity Asset Management, Inc

2001 - 2013 (12 years)

Clarity Asset Management, Inc

1989 - 2013 (24 years)

Biblical Instit. For Leadership Dev

*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 Steven Larson 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 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 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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