Kim
Hall

Clarity Wealth Development, LLC

CRD#7012215
Investment Advisor
in Corvallis, OR

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About this Advisor

Kim Hall is a financial advisor who works in Corvallis, Oregon with 5 years of relevant experience. Hall is an employee of Clarity Wealth Development, LLC. Their career trajectory has included roles at Oregon State University, Oakridge Institute For Science And Education, Instructor/Researcher and Clarity Wealth Development. Hall holds a Series 65 license, designating them as an investment advisor representative, and is registered to work in Oregon. Clarity Wealth Development, LLC is an advisory company based out of Corvallis, OR. It administers $126 million in assets under management across its 720 accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. Of its 720 client accounts, just 6% are associated with high-net-worth individuals who have greater than $1 million in investable assets. Clarity Wealth Development, LLC offers a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fee schedules usually are based on the services. However, fees billed by Clarity Wealth Development, LLC can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

5 years

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

Kim Hall Work History

Kim has been registered as a financial advisor for 5 years.*

2017 - Present (7 years)

Clarity Wealth Development

2015 - 2017 (2 years)

Oakridge Institute For Science And Education

2014 - 2018 (4 years)

Instructor/Researcher

2006 - 2014 (8 years)

Oregon State University

*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 Kim Hall 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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