Ryan M. Mohr

CLARITY CAPITAL MANAGEMENT LLC

Tigard, OR

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CRD#: 5396900

Professional summary

Ryan Michael Mohr, CFP® is a registered financial advisor currently at CLARITY CAPITAL MANAGEMENT LLC located in Tigard, Oregon.

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Ryan has worked at 3 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

Biography

When Ryan isn't working with clients, he spends his time with his Wife and 3 year old son enjoying everything the Northwest has to offer, including plenty of time exploring the outdoors!

Question & Answer

What are your service offerings?

Retirement Planning

Tax Planning

Employee and Employer Plan Ben...

Insurance Planning

Retirement Income Management

Inheritance

Estate Planning

Budgeting

Investment Planning

Comprehensive Financial Planni...

Socially Responsible Investing

Do you have an area of expertise or specialization?

College/Education Planning

Hourly

Investment Advice with Ongoing...

Investment Advice without Ongo...

Middle Income Client Needs

Retirement Plan Investment Adv...

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 Ryan Michael Mohr'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^®

Certified Financial Planner

Start date: 2011

Experience

Current

October 31, 2017 - Present

CLARITY CAPITAL MANAGEMENT LLC

RIA

CRD#: 290179

Tigard, OR

Past

November 27, 2013 - November 13, 2017

M HOLDINGS SECURITIES, INC.

RIA

CRD#: 43285

PORTLAND, OR

Past

November 27, 2013 - November 13, 2017

M HOLDINGS SECURITIES, INC.

CRD#: 43285

PORTLAND, OR

Past

September 25, 2007 - November 26, 2013

THRIVENT INVESTMENT MANAGEMENT INC.

RIA

CRD#: 18387

LAKE OSWEGO, OR

Past

September 10, 2007 - November 26, 2013

THRIVENT INVESTMENT MANAGEMENT INC.

CRD#: 18387

LAKE OSWEGO, OR

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

Oregon
(10/31/2017)

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/24/2007

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 11/13/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/6/2007

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 9/15/2014

General Securities Principal Examination

Current Firm

CLARITY CAPITAL MANAGEMENT LLC

CRD#: 290179 / SEC#:

Oregon

Registered Investment Advisory firm - (10/31/2017 Approved)

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Contact information

Main Address

Tigard, OR

Mailing Address

7307 Sw Beveland St. Suite 200, Tigard, OR 97223

Phone number

(503) 388-5781

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	387
AUM (Assets Under Management)	$ 63,394,726

Red Flags

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

Contact information

(xxx) xxx-xxxx

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Firm Stability Insights

Ryan M. Mohr

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Michael Mohr's CRS (Customer Relationship Summary).

Certified licenses

Experience

M HOLDINGS SECURITIES, INC.

M HOLDINGS SECURITIES, INC.

THRIVENT INVESTMENT MANAGEMENT INC.

THRIVENT INVESTMENT MANAGEMENT INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 9/24/2007

SIE

Date: 11/13/2017

Series 7

Date: 9/6/2007

Series 24

Date: 9/15/2014

Current Firm

CLARITY CAPITAL MANAGEMENT LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CLARITY CAPITAL MANAGEMENT LLC

TRUST BUT VERIFY

Contact information

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