CLARITY FINANCIAL PLANNERS, LLC
Legal name: CLARITY FINANCIAL PLANNERS
CRD #277114 SEC #801-130103 CLAYTON, MO 314-548-2260
SEC Registered
Total AUM
$118.6M
Discretionary
$117.7M
Employees
2
Clients
26
Accounts
211
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Missouri
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 16, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BENDER, WILLIAM, JAY | I | MANAGING MEMBER/CCO | E | Control |
| BENDER, WILLIAM, JAY | I | MANAGING MEMBER/CCO | E | Control |
| MOENKHAUS, SHANNON, FAYE | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| MOENKHAUS, SHANNON, FAYE | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| MOENKHAUS, SHANNON, FAYE | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| MOENKHAUS, SHANNON, FAYE | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| MOENKHAUS, SHANNON, FAYE | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| MOENKHAUS, SHANNON, FAYE | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| MOENKHAUS, SHANNON, FAYE | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| MOENKHAUS, SHANNON, FAYE | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| MOENKHAUS, SHANNON, FAYE | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| MOENKHAUS, SHANNON, FAYE | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| MOENKHAUS, SHANNON, FAYE | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| BENDER, WILLIAM, JAY | I | MANAGING MEMBER/CCO | D | Control |
| BENDER, WILLIAM, JAY | I | MANAGING MEMBER/CCO | D | Control |
| BENDER, WILLIAM, JAY | I | MANAGING MEMBER/CCO | D | Control |
| BENDER, WILLIAM, JAY | I | MANAGING MEMBER/CCO | D | Control |
| BENDER, WILLIAM, JAY | I | MANAGING MEMBER/CCO | D | Control |
| BENDER, WILLIAM, JAY | I | MANAGING MEMBER/CCO | D | Control |
| MOENKHAUS, SHANNON, FAYE | I | MANAGING MEMBER | D | Control |
| MOENKHAUS, SHANNON, FAYE | I | MANAGING MEMBER | D | Control |
| MOENKHAUS, SHANNON, FAYE | I | MANAGING MEMBER | D | Control |
| MOENKHAUS, SHANNON, FAYE | I | MANAGING MEMBER | D | Control |
| MOENKHAUS, SHANNON, FAYE | I | MANAGING MEMBER | D | Control |
| MOENKHAUS, SHANNON, FAYE | I | MANAGING MEMBER | D | Control |
| MOENKHAUS, SHANNON, FAYE | I | MANAGING MEMBER | D | Control |
Registrations
Federal
IA
Jun 16, 2025 REGISTERED
Notice Filings (2)
MO TX
Address
168 N. MERAMEC AVENUESUITE 150
CLAYTON, MO 63105
United States
Phone: 314-548-2260