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).

Current Firm Details
50 E-business Way, Suite 100, Cincinnati, OH 45241
http://clarifywealth.com
By the Numbers
  • Total Assets Under Management
    410
    MILLION
  • Total Number of Accounts
    1,552
    ACCOUNTS
  • Average Account Value
    $264,200
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CO, FL, GA, IN, KY, MI, NC, OH, TN, WA

Financial Advisors at Clarify Wealth Management
Showing 1 - 7 of 7 top financial advisors.
1
Chad Baxter, financial advisor Cincinnati OH
Chad A. Baxter
CRD#: 6218834
50 E-business Way, Suite 100, Cincinnati, OH 45241

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.

2
James Brandenburgh, financial advisor Cincinnati OH
James G. Brandenburgh
CRD#: 5296821
50 E-business Way, Suite 100, Cincinnati, OH 45241

James Brandenburgh (CRD# 5296821) is an Investment Advisor Representative working at Clarify Wealth Management in Cincinnati, OH and has over 13 years of experience in the finance industry.

3
Thomas Clark, financial advisor Cincinnati OH
Thomas B. Clark
CRD#: 2650734
50 E-business Way, Suite 100, Cincinnati, OH 45241

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.

4
Martin Kubik, financial advisor Cincinnati OH
Martin J. Kubik
CRD#: 2035580
50 E-business Way, Suite 100, Cincinnati, OH 45241

Martin Kubik (CRD# 2035580) is an Investment Advisor Representative working at Clarify Wealth Management in Cincinnati, OH and has over 31 years of experience in the finance industry.

5
Adam Lisowsky, financial advisor Cincinnati OH
Adam P. Lisowsky
CRD#: 6411978
50 E-business Way, Suite 100, Cincinnati, OH 45241

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.

6
Aubrey Ramey, financial advisor Cincinnati OH
Aubrey H. Ramey
CRD#: 2654052
50 E-business Way, Suite 100, Cincinnati, OH 45241

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.

7
Tanner Stepp, financial advisor Lafayette IN
Tanner Stepp
CRD#: 6067748
2925 Union St, Lafayette, IN 47904

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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