Clarify Wealth Management
Clarify Wealth Management (CRD# 172355) is a financial advisory firm headquartered in Cincinnati, OH. They manage $410,038,742 in 1,552 accounts and serve the financial needs of clients across 11 states (or territories).
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Total Assets Under Management410MILLION
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Total Number of Accounts1,552ACCOUNTS
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Average Account Value$264,200
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ, CO, FL, GA, IN, KY, MI, NC, OH, TN, WA
Chad Baxter (CRD# 6218834) is an Investment Advisor Representative working at Clarify Wealth Management in Cincinnati, OH and has over 7 years of experience in the finance industry.
James Brandenburgh (CRD# 5296821) is an Investment Advisor Representative working at Clarify Wealth Management in Cincinnati, OH and has over 14 years of experience in the finance industry.
Thomas Clark (CRD# 2650734) is an Investment Advisor Representative working at Clarify Wealth Management in Cincinnati, OH and has over 28 years of experience in the finance industry.
Martin Kubik (CRD# 2035580) is an Investment Advisor Representative working at Clarify Wealth Management in Cincinnati, OH and has over 32 years of experience in the finance industry.
Adam Lisowsky (CRD# 6411978) is an Investment Advisor Representative working at Clarify Wealth Management in Cincinnati, OH and has over 9 years of experience in the finance industry.
Aubrey Ramey (CRD# 2654052) is an Investment Advisor Representative working at Clarify Wealth Management in Cincinnati, OH and has over 25 years of experience in the finance industry.
Tanner Stepp (CRD# 6067748) is an Investment Advisor Representative working at Clarify Wealth Management in Lafayette, IN and has over 10 years of experience in the finance industry.