Maria R. Wilson
TOTAL CLARITY WEALTH MANAGEMENT,
NAPERVILLE, IL 60540
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CRD#: 1191644
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.
1. 01/01/1990 - NAPERVILLE NOON LIONS, SERVICE CLUB/ NON-PROFIT BOARD MEMBER/ INVESTMENT RELATED / 1%/ NAPERVILLE, IL 2. 01/10/2012 - MARIA WILSON/ NON-VARIABLE INSURANCE/ INVESTMENT RELATED / 10%/ NAPERVILLE, IL 3. 01/01/2012 - AMERICAN CAPITAL MANAGEMENT/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ INVESTMENT RELATED/ 100%/ NAPERVILLE, IL. 4. 10/3/2018 - TOTAL CLARITY WEALTH MANAGEMENT, INC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 02/06/2012 - 140 Hours Per Month/140 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through TOTAL CLARITY WEALTH MANAGEMENT, INC, an independent investment advisor firm. I started this business activity in 8/2018. I expect to spend approximately 140 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5. 01/17/2024 - Maria R. Wilson Financial Services - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 05/20/2020 - 0 Hours per Month/ During Trading
CRS (Client Relationship Summary) - RIA
Click below to view Maria Rutt Wilson's 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®
CFP®
Start date: 1995
Experience
Current
February 10, 2012 - Present
TOTAL CLARITY WEALTH MANAGEMENT, INC
Office #1: 608 S. Washington St. Suite 304, Naperville, IL 60540RIA
CRD#: 142728
NAPERVILLE, IL
Current
October 1, 2018 - Present
LPL FINANCIAL LLC
Office #1: 608 S Washington St, Ste 304, Naperville, IL 60540RIA
BD
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
BD
CRD#: 13572
NAPERVILLE, IL
Past
August 15, 1985 - August 8, 1987
OGILVIE SECURITY ADVISORS CORPORATION
BD
CRD#: 10105
Past
December 7, 1983 - August 19, 1985
ELWYN, WILLBERT & HAIG INC.
BD
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".
TC
TOTAL CLARITY WEALTH MANAGEMENT, INC
AMERICAN CAPITAL MANAGEMENT | TOTAL CLARITY WEALTH MANAGEMENT, INC | PREACTIVE INVESTMENTS | PLANNED FINANCIAL INDEPENDENCE | EXEMPLAR FINANCIAL NETWORK | CRITERION WEALTH ADVISORS, LLC | BEYOND WEALTH MANAGEMENT, INC. | AMERICAN CAPITAL 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.RR
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
RR
Colorado(10/1/2018)
RR
Florida(5/27/2020)
IAR
Illinois(2/10/2012)
RR
Illinois(10/1/2018)
RR
Indiana(5/15/2020)
RR
Nevada(10/1/2018)
RR
South Dakota(10/1/2018)
RR
Tennessee(10/29/2020)
RR
Wisconsin(10/1/2018)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
TC
TOTAL CLARITY WEALTH MANAGEMENT, INC
AMERICAN CAPITAL MANAGEMENT | TOTAL CLARITY WEALTH MANAGEMENT, INC | PREACTIVE INVESTMENTS | PLANNED FINANCIAL INDEPENDENCE | EXEMPLAR FINANCIAL NETWORK | CRITERION WEALTH ADVISORS, LLC | BEYOND WEALTH MANAGEMENT, INC. | AMERICAN CAPITAL MANAGEMENT, INC
CRD#: 142728 / SEC#: 801-67755
RIA
Registered Investment Advisory firm - (4/11/2007 Approved)Upgrade to AdvisorCheck Premium
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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
20
SEC notice filing (23 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,412 |
| AUM (Assets Under Management) | $ 607,883,000 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
TOTAL CLARITY WEALTH MANAGEMENT, INC
CRD#: 142728Naperville, IL 60540TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
