Maria R. Wilson

TOTAL CLARITY WEALTH MANAGEMENT

NAPERVILLE, IL 60540

CRD#: 1191644

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Professional summary

Maria Rutt Wilson, AIF®, CFP® is a registered financial advisor currently at TOTAL CLARITY WEALTH MANAGEMENT, INC located in Naperville, Illinois and LPL FINANCIAL LLC located in Naperville, Illinois.

Maria is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1983. Maria has worked at 5 firms and has passed the Series 63, SIE, Series 7 and Series 22 exams.

Question & Answer

What are your service offerings?

Investment Planning

Education Planning

Insurance Planning

Employee and Employer Plan Ben...

Retirement Planning

Comprehensive Financial Planni...

Business Succession Planning

Estate Planning

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Maria Rutt Wilson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Start date: 1995

Experience

Current

February 10, 2012 - Present

TOTAL CLARITY WEALTH MANAGEMENT, INC

Office #1: 608 S. Washington St. Suite 304, Naperville, IL 60540

RIA

CRD#: 142728

NAPERVILLE, IL

Current

October 1, 2018 - Present

LPL FINANCIAL LLC

Office #1: 608 S Washington St, Ste 304, Naperville, IL 60540

RIA

CRD#: 6413

Naperville, IL

Past

February 1, 1998 - October 4, 2018

CETERA WEALTH SERVICES, LLC

RIA

CRD#: 13572

NAPERVILLE, IL

Past

August 28, 1987 - October 4, 2018

CETERA WEALTH SERVICES, LLC

CRD#: 13572

NAPERVILLE, IL

Past

August 15, 1985 - August 8, 1987

OGILVIE SECURITY ADVISORS CORPORATION

CRD#: 10105

Past

December 7, 1983 - August 19, 1985

ELWYN, WILLBERT & HAIG INC.

CRD#: 8500

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

TOTAL CLARITY WEALTH MANAGEMENT, INC

CRD#: 142728 / SEC#: 801-67755

RIA

Registered Investment Advisory firm - (4/11/2007 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Colorado
(10/1/2018)

Florida
(5/27/2020)

IAR

Illinois
(2/10/2012)

Illinois
(10/1/2018)

Indiana
(5/15/2020)

Nevada
(10/1/2018)

South Dakota
(10/1/2018)

Tennessee
(10/29/2020)

Wisconsin
(10/1/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 9/23/1983

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/15/1986

General Securities Representative Examination

General Industry/Product Exam

Series 22

Date: 12/6/1983

Direct Participation Programs Representative Examination

SRO Registrations

FINRA

Current Firm

TOTAL CLARITY WEALTH MANAGEMENT, INC

CRD#: 142728 / SEC#: 801-67755

RIA

Registered Investment Advisory firm - (4/11/2007 Approved)

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Contact information

Main Address

525 Tyler Rd Suite T, St. Charles, IL 60174

Mailing Address

Phone number

(630) 762-9352

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (23 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PREACTIVE WRAP BROCHURE MARCH 2026 (3/16/2026)

FORM ADV PART 2A, MARCH 2026 (3/16/2026)

WRAP VISION ACCOUNT BROCHURE MARCH 2026 (3/16/2026)

Regulatory assets under management

Total Number of Accounts	2,569
AUM (Assets Under Management)	$ 755,449,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Firm Stability Insights

Maria R. Wilson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Maria Rutt Wilson's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

CETERA WEALTH SERVICES, LLC

CETERA WEALTH SERVICES, LLC

OGILVIE SECURITY ADVISORS CORPORATION

ELWYN, WILLBERT & HAIG INC.

Primary Firm SEC Registration

TOTAL CLARITY WEALTH MANAGEMENT, INC

State Registrations and Notice Filings

Exams

Series 63

Date: 9/23/1983

SIE

Date: 10/1/2018

Series 7

Date: 3/15/1986

Series 22

Date: 12/6/1983

FINRA

Current Firm

TOTAL CLARITY WEALTH MANAGEMENT, INC

Contact information

SEC notice filing (23 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TOTAL CLARITY WEALTH MANAGEMENT, INC

TRUST BUT VERIFY

Contact information

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