Shannon F. Moenkhaus
CLARITY FINANCIAL PLANNERS
Clayton, MO 63105
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CRD#: 4457340
Professional summary
Shannon Faye Moenkhaus, CFP® is a registered financial advisor currently at CLARITY FINANCIAL PLANNERS located in Clayton, Missouri.
Shannon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Shannon has worked at 3 firms and has passed the Series 63 and Series 7 exams.
Biography
Shannon is a Missourian, raising the seventh generation of her family here, in this community, with the values she was taught from her deep farming roots. Growing up she spent her summers with her grandparents taking care of family and community. Her memories of delivering food to the sick and hungry set her values early: take care of those who put their trust in you. Success is a long-term investment.
Her firm, Clarity Financial Planners, is committed to providing Evidence-Based Investing, Total Financial Life Management and Lifelong Learning to empower others to have a brighter financial future.
Shannon has taught Personal Fiscal Fitness and Financial Literacy classes for UMSL outreach, Entrepreneurs Organization (EO), Tiger 21, Enterprise University, BAM Alliance and numerous physicians and high-net-worth professionals. She is passionate about helping women embrace responsibility for their finances to improve their future. She has spoken on gender inequality in the workforce for the Women’s Foundation of Greater St. Louis and Rise Collaborative Workspace and Women & Wealth for Washington University – Olin Business School.
She has worked with Junior Achievement, served on the Board of Directors for Central Institute for the Deaf and is actively involved with Presidents Council and a board member for Logos School.
Shannon enjoys spending time hiking, paddling and watching sunsets from her front porch. She and her family enjoy summertime on Lake Michigan, Winters with skiing and any free weekend heading to her 150-year-old tiny house (cabin) on the Black River near Johnson Shut-Ins.
Shannon@CLARITYfinancialplanners.com
(314) 548.2260
Question & Answer
What are your service offerings?
Insurance Planning
Tax Planning
Life Transitions
Comprehensive Financial Planni...
Retirement Planning
Employee and Employer Plan Ben...
Estate Planning
Investment Planning
Do you have an area of expertise or specialization?
Business Owners
Charitable Giving
Tax Planning
Women's Financial Planning Iss...
What is your minimum asset requirement?
1
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.
CRS (Client Relationship Summary) - RIA
Click below to view Shannon Faye Moenkhaus'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: 2003
Experience
Current
September 3, 2015 - Present
CLARITY FINANCIAL PLANNERS
Office #1: 168 N. Meramec Avenue Suite 150, Clayton, MO 63105RIA
CRD#: 277114
Clayton, MO
Past
January 29, 2009 - October 2, 2015
BUCKINGHAM STRATEGIC WEALTH, LLC
RIA
CRD#: 143323
ST LOUIS, MO
Past
January 4, 2002 - February 4, 2004
WS GRIFFITH SECURITIES, INC.
BD
CRD#: 10410
HARTFORD, CT
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".
CLARITY FINANCIAL PLANNERS
CLARITY FINANCIAL PLANNERS | CLARITY FINANCIAL PLANNERS, LLC
CRD#: 277114 / SEC#: 801-130103
RIA
Registered Investment Advisory firm - (4/26/2024 Approved)Missouri
Registered Investment Advisory firm - (5/6/2024 Terminated)Texas
Registered Investment Advisory firm - (5/6/2024 Terminated)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.Highlighted states indicate IAR registrations
IAR
Missouri(10/2/2015)
IAR
Texas(9/3/2015)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
CLARITY FINANCIAL PLANNERS
CLARITY FINANCIAL PLANNERS | CLARITY FINANCIAL PLANNERS, LLC
CRD#: 277114 / SEC#: 801-130103
RIA
Registered Investment Advisory firm - (4/26/2024 Approved)Missouri
Registered Investment Advisory firm - (5/6/2024 Terminated)Texas
Registered Investment Advisory firm - (5/6/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
168 N. Meramec Avenue Suite 150, Clayton, MO 63105
Mailing Address
Phone number
(314) 548-2260
Established
Firm type
Fiscal year end
# of Employees
2
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 211 |
| AUM (Assets Under Management) | $ 118,606,383 |
Red Flags
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Company Information
CLARITY FINANCIAL PLANNERS
CRD#: 277114Clayton, MO 63105TRUST BUT VERIFY
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