Garrett
Dresen

Clarity Wealth Development, LLC

CRD#7245290
Investment Advisor
in Corvallis, OR

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About this Advisor

Garrett Dresen is a certified financial planner who works out of Corvallis, Oregon. Dresen is on the advisory team at Clarity Wealth Development, LLC. Dresen has gained experience at Clarity Wealth Development, LLC, New York Life Insurance, Iri Properties, Reflex Cnc, Eco Nutrients and N/A. Dresen can operate in Oregon. Clarity Wealth Development, LLC is a financial advisory firm based out of Corvallis, OR. It has $126 million in total assets among its 720 client accounts, placing it among the mid-sized firms in the country by assets under management. Of its 720 accounts, just 6% are held by high-net-worth individuals who have more than $1 million in assets available to invest. The advisory firm performs a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management typically are based on the services. Fees billed by Clarity Wealth Development, LLC can be comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Years Registered*

less than 1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

262 Nw Polk Ave
Corvallis, OR 97330

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Clarity Wealth Development, LLC Brokerage Details

Total Assets Under Management

$125,573,337

OR Average: $1,120,203,312
Total Number of Employees

3

OR Average: 50
Total Number of Accounts

720

OR Average: 1,309
Average Account Size

$174,407

OR Average: $855,770

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Garrett Dresen Work History

Garrett has been registered as a financial advisor for 0 years.*

2020 - Present (4 years)

Clarity Wealth Development, LLC

2020 - 2020 (< 1 year)

New York Life Insurance

2019 - 2020 (1 year)

Iri Properties

2018 - 2020 (2 years)

Reflex Cnc

2017 - 2018 (1 year)

Eco Nutrients

2012 - 2017 (5 years)

N/A

*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 Garrett Dresen 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 Wealth Development, LLC

Garrett Dresen
Corvallis, OR
Kay Cole
Corvallis, OR
Kim Hall
Corvallis, OR

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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