Clarity Asset Management, Inc

Investment Advisor
in Ames, IA

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About this Advisor

Steven Larson is a financial advisor based out of Ames, Iowa, with 33 years in the industry. Larson currently works for Clarity Asset Management, Inc. Throughout their career, they have worked at Resource Planning Group, 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 approved to operate in Iowa. Clarity Asset Management, Inc is a financial advisory business headquartered in Ames, Iowa. The company has offices in five locations and just five employees. It controls $227 million in assets under management between its 564 customer accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. The firm advises one charitable organizations. Of its 564 customer accounts, 35% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. Clarity Asset Management, Inc performs a set of services, such as financial planning services and portfolio management for individuals and small businesses. Fees for financial advisory services largely are based on which services the firm provides the client. However, fees charged by Clarity Asset Management, Inc likely include some combination of asset-based and fixed fees.

Certifications and Registrations

Series 65

Years of Experience

33 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

Steven Larson Work History

Steven has 33 years of experience.

2013 - Present (10 years)

Clarity Asset Management, Inc

2001 - 2013 (12 years)

Clarity Asset Management, Inc

2000 - 2012 (12 years)

Resource Planning Group

1989 - 2013 (24 years)

Biblical Instit. For Leadership Dev


Steven Larson 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

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

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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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