Adam
Lisowsky

Clarify Wealth Management

CRD#6411978
Investment Advisor
in Cincinnati, OH

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About this Advisor

Adam Lisowsky is a financial advisor who works out of Cincinnati, Ohio who has 6 years of relevant experience. Lisowsky currently works for Clarify Wealth Management. Over the course of their career, Lisowsky has held roles at Fidelity Brokerage Services, LLC, Breadwinners, The Collection Auto Group, Performance Auto Group, Lpl Financial LLC and Clarify Wealth Management. Lisowsky has Series 63 and Series 66 licenses, certifying them as a securities agent, and can work in Ohio. Clarify Wealth Management is a registered investment firm operating out of Cincinnati, OH. It controls $330 million in assets between its 1,210 client accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. The firm provides financial advice to two charitable organizations. Of its 1,210 accounts, 31% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. The company has a set of services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial management fee schedules typically depend on which services the firm provides the client. Fees billed by Clarify Wealth Management typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

6 years

Services Offered

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

Fee Structure

Percentage of Assets

Office Location

50 E-Business Way Suite 100
Cincinnati, OH 45241

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Clarify Wealth Management Brokerage Details

Total Assets Under Management

$329,625,204

OH Average: $2,106,341,625
Total Number of Employees

11

OH Average: 34
Total Number of Accounts

1,210

OH Average: 1,972
Average Account Size

$272,418

OH Average: $1,068,125

Investment Advisory Services

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

Adam Lisowsky Work History

Adam has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Lpl Financial LLC

2017 - Present (7 years)

Clarify Wealth Management

2014 - 2017 (3 years)

Fidelity Brokerage Services, LLC

2013 - 2014 (1 year)

Breadwinners

2013 - 2014 (1 year)

The Collection Auto Group

2013 - 2013 (< 1 year)

Performance Auto Group

*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 Adam Lisowsky 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 Clarify Wealth Management

Adam Lisowsky
Cincinnati, OH
Tanner Stepp
Lafayette, IN
Chad Baxter
Lafayette, IN
Jacob Walker
Cincinnati, OH
James Brandenburgh
Cincinnati, OH
Harry Archer
Pickerington, OH
Martin Kubik
Cincinnati, OH
Aubrey Ramey
Cincinnati, OH

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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