Kathleen Panek-rickerson
Investment adviser representative at Total Clarity Wealth Management, Inc
30 yearsExperience
2 statesRegistered 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
30 years in the industry.
- Total Clarity Wealth Management, IncJun 2020 to now
- Total Clarity Wealth Management (dba: Beyond Wealth Management)Jun 2020 to now
- LPL Financial LLCJan 2020 to now
- BabysnappsJan 2013 to now
- Walnut Street RealtyJul 2008 to now
- LPL Financial LLCOct 2018 to Sep 2019
- School District 303Aug 2010 to May 2019
- Connectech Solutions, Inc.Oct 1996 to Sep 2019
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
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
- 7021062
- Firm CRD
- 142728