Shannon Faye Moenkhaus
Investment adviser representative at Clarity Financial Planners
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$132.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Clarity Financial Planners, LLCSep 2015 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
State registrations
Registered as an investment adviser representative in 2 states (MO, TX).
Clarity Financial Planners
Legal name: Clarity Financial Planners, LLC
$132.5MAssets managed
38Clients
1Advisers
2 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
- 4457340
- Firm CRD
- 277114