JT
Jeanne M. Tackett
TOTAL CLARITY WEALTH MANAGEMENT,
St. Charles, IL 60174
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CRD#: 5257777
JT
Professional summary
Jeanne Marie Tackett, who also goes by Jeanne Tackett, is a registered financial advisor currently at TOTAL CLARITY WEALTH MANAGEMENT, INC located in St. Charles, Illinois and LPL FINANCIAL LLC located in Spring, Texas.
Jeanne is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Jeanne has worked at 3 firms and has passed the Series 66, Series 52TO, SIE, Series 7, Series 53 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jeanne Tackett
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) 10/01/2018 - Business Entity For Tax/Investment Purposes Only - EXEMPLAR ADVISOR SERVICES, LLC - 80HRS/MO - INVESTMENT RELATED - CRYSTAL LAKE, IL 60014 2) 10/3/2018 - TOTAL CLARITY WEALTH MANAGEMENT, INC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 05/2015 - 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 10/2018. 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. 3) 09/15/2021 - Financial Servicenter of Delaware - DBA: Financial Servicenter Delaware, Financial Service - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 09/01/2021 - 1 Hour Per Month/1 Hour During Securities Trading. 4) 12/19/2023 - INDIGO ADVISER SERVICES, INC - Business Entity For Tax/Investment Purposes Only - Owner - Not Investment Related - Home Based - Start Date 10/01/2018 - 4 Hours Per Month/ During Trading 5) 12/19/2023 - Exemplar Advisor Services - SD - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 09/01/2021 - 4 Hours Per Month/ During Trading
CRS (Client Relationship Summary) - RIA
Click below to view Jeanne Marie Tackett'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®
NoneExperience
Current
April 12, 2007 - Present
TOTAL CLARITY WEALTH MANAGEMENT, INC
Office #1: 525 Tyler Rd Suite T, St. Charles, IL 60174RIA
CRD#: 142728
St. Charles, IL
Current
October 1, 2018 - Present
LPL FINANCIAL LLC
RIA
BD
CRD#: 6413
SPRING, TX
Past
July 19, 2007 - October 9, 2018
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
CRYSTAL LAKE, IL
Past
February 5, 2007 - October 9, 2018
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
CRYSTAL LAKE, IL
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
IAR
Illinois(4/12/2007)
RR
Texas(10/1/2018)
IAR
Texas(11/9/2020)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory 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
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.
