Kristina Lee Tenney-gatto
Investment adviser representative at Total Clarity Wealth Management, Inc
11 yearsExperience
1 stateRegistered in
$755.4MFirm assets
19 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Total Clarity Wealth Management, IncSep 2020 to now
- UnemployedFeb 2020 to Aug 2020
- School District 308 OswegoAug 2015 to Jan 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (IL).
Total Clarity Wealth Management, Inc
$755.4MAssets managed
1,038Clients
21Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2505557
- Firm CRD
- 142728