AW
Anne Marie Woodrich
TOTAL CLARITY WEALTH MANAGEMENT,
St. Charles, IL 60174
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CRD#: 6642840
AW
Professional summary
Anne Marie Woodrich, who also goes by Anne Eder, Anne Marie Eder, is a registered financial advisor currently at TOTAL CLARITY WEALTH MANAGEMENT, INC located in St. Charles, Illinois and LPL FINANCIAL LLC located in St Charles, Illinois.
Anne Marie is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2020. Anne Marie has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Anne Eder | Anne Marie Eder
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. 09/25/2019 - TOTAL CLARITY WEALTH MANAGEMENT, INC - Inv Rel - DBA for LPL Business (entity for LPL business) 2. 10/09/2019 - Total Clarity Wealth Management, Inc - Registered Investment Advisor Hybrid - At Reported Business Location - Inv Rel - Start date: 05/2019 - 30 hr/mnth 0 hr during trading. I provide administrative support to Total Clarity Wealth Management, an independent investment advisor firm. I started this business activity in 05/2019. I expect to spend approximately 30 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. 07/22/2025 - Non-Variable Insurance - At reported Business Location(s) - Inv Rel - Start date: 07/21/2025 - 15 hr/mnth
CRS (Client Relationship Summary) - RIA
Click below to view Anne Marie Woodrich'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
July 16, 2020 - Present
TOTAL CLARITY WEALTH MANAGEMENT, INC
Office #1: 525 Tyler Rd Suite T, St. Charles, IL 60174RIA
CRD#: 142728
St. Charles, IL
Current
January 10, 2020 - Present
LPL FINANCIAL LLC
Office #1: 525 Tyler Rd Ste T, St Charles, IL 60174RIA
BD
CRD#: 6413
St Charles, 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
RR
Arizona(10/20/2021)
RR
California(1/31/2022)
RR
Florida(10/20/2022)
RR
Illinois(7/6/2020)
IAR
Illinois(7/16/2020)
RR
Michigan(10/20/2022)
RR
Minnesota(4/6/2022)
RR
Pennsylvania(7/8/2021)
IAR
Texas(1/25/2024)
RR
Virginia(8/31/2022)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 1/10/2020
General Securities Representative ExaminationGeneral 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#: 142728St. Charles, IL 60174TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
