DM
Donald B. Moenning
CLARUS WEALTH ADVISORS
Castle Rock, CO 80104
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CRD#: 6822600
DM
Professional summary
Donald Benjamin Moenning is a registered financial advisor currently at CLARUS WEALTH ADVISORS, LLC located in Castle Rock, Colorado.
Donald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Donald has worked at 2 firms and has passed the Series 65 exam.
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.
Start Date: 4/10/2018 - Granite Capital Advisors, LLC. Managing investment accounts for clients, meeting with clients to discuss investment options and plans. General IAR responsibilities. 1 - 2 hours a month during trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Donald Benjamin Moenning'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
March 13, 2018 - Present
CLARUS WEALTH ADVISORS, LLC
Office #1: 202 6th Street Suite 301c, Castle Rock, CO 80104RIA
CRD#: 281160
Castle Rock, CO
Past
June 29, 2017 - February 12, 2018
SOWELL MANAGEMENT
RIA
CRD#: 127145
Denver, CO
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".
CW
CLARUS WEALTH ADVISORS, LLC
CLARUS WEALTH ADVISORS, LLC | SUMMIT WEALTH ADVISORS, LLC | PLUM CREEK PLANNING | ORANGE ROCK WEALTH MANAGEMENT | HERITAGE RETIREMENT SOLUTIONS | HERITAGE CAPITAL | FORM PROSPERITY | CLARUS WEALTH AT PLUM CREEK
CRD#: 281160 / SEC#: 801-110156
RIA
Registered Investment Advisory firm - (3/20/2017 Approved)Arizona
Registered Investment Advisory firm - (3/23/2017 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
Colorado(3/13/2018)
Current Firm
CW
CLARUS WEALTH ADVISORS, LLC
CLARUS WEALTH ADVISORS, LLC | SUMMIT WEALTH ADVISORS, LLC | PLUM CREEK PLANNING | ORANGE ROCK WEALTH MANAGEMENT | HERITAGE RETIREMENT SOLUTIONS | HERITAGE CAPITAL | FORM PROSPERITY | CLARUS WEALTH AT PLUM CREEK
CRD#: 281160 / SEC#: 801-110156
RIA
Registered Investment Advisory firm - (3/20/2017 Approved)Arizona
Registered Investment Advisory firm - (3/23/2017 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
9125 W. Thunderbird Road, Suite 100, Peoria, AZ 85381
Mailing Address
Phone number
(623) 583-6840
Established
Firm type
Fiscal year end
# of Employees
16
SEC notice filing (15 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 918 |
| AUM (Assets Under Management) | $ 256,942,795 |
Red Flags
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Company Information
CLARUS WEALTH ADVISORS, LLC
CRD#: 281160Castle Rock, CO 80104TRUST BUT VERIFY
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