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BK

Brendan R. Kaar

TOTAL CLARITY WEALTH MANAGEMENT,
Edwards, IL
Some features on this profile are disabled
CRD#: 6660545
BK

Professional summary

Brendan Richard Kaar is a registered financial advisor currently at TOTAL CLARITY WEALTH MANAGEMENT, INC located in Edwards, Illinois.

Brendan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Brendan has worked at 2 firms .

top-8-questions

Question & Answer

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.
5/2022 BK Capital Management; Investment Related; Owner; Entity created for securities business operations/tax purposes only; 0 Hours/ Month; 0Hours during trading hours

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brendan Richard Kaar's CRS (Customer Relationship Summary).
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®
None

Experience

Current

February 22, 2022 - Present

TOTAL CLARITY WEALTH MANAGEMENT, INC

RIA
CRD#: 142728
Edwards, IL
Past

June 7, 2016 - February 23, 2022

CHOREO, LLC

RIA
CRD#: 111221
PEORIA, 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.

Highlighted states indicate IAR registrations

IAR
Illinois
(2/22/2022)
IAR
Texas
(2/22/2022)

Exams

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)
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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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

TOTAL CLARITY VISION ACCOUNT WRAP FEE BROCHURE (3/24/2025)
TOTAL CLARITY PART 2A (3/24/2025)

Regulatory assets under management

Total Number of Accounts2,412
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.

Company Information

TOTAL CLARITY WEALTH MANAGEMENT, INC

CRD#: 142728Edwards, IL

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