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Casey W. Moss

TOTAL CLARITY WEALTH MANAGEMENT,
Arlington Heights, IL 60005
Some features on this profile are disabled
CRD#: 7193679
CM

Professional summary

Casey W Moss, who also goes by Casey William Moss, Casey Moss, is a registered financial advisor currently at TOTAL CLARITY WEALTH MANAGEMENT, INC located in Arlington Heights, Illinois.

Casey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Casey has worked at 6 firms and has passed the Series 66, Series 7TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Casey William Moss | Casey Moss

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.
9/2020- Casey Moss Tax and Accounting, LLC - Owner/Accountant - Non Inv. Rel - Napersville, IL - 175 hours/month - Tax Prep/Accounting/CPA

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Casey W Moss'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

December 18, 2023 - Present

TOTAL CLARITY WEALTH MANAGEMENT, INC

Office #1: 171 W Wing St #206, Arlington Heights, IL 60005
RIA
CRD#: 142728
Arlington Heights, IL
Past

January 27, 2022 - January 8, 2024

CAPITAL POINT FINANCIAL GROUP, LTD.

RIA
CRD#: 171867
GLENVIEW, IL
Past

July 29, 2021 - June 10, 2022

LPL FINANCIAL LLC

BD
CRD#: 6413
GLENVIEW, IL
Past

December 4, 2020 - August 20, 2021

ONEAMERICA SECURITIES, INC.

RIA
CRD#: 4173
Naperville, IL
Past

December 4, 2020 - August 20, 2021

ONEAMERICA SECURITIES, INC.

BD
CRD#: 4173
Naperville, IL
Past

December 7, 2019 - September 21, 2020

AVANTAX ADVISORY SERVICES

RIA
CRD#: 104556
ORLAND PARK, IL
Past

November 10, 2019 - September 21, 2020

AVANTAX INVESTMENT SERVICES, INC.

BD
CRD#: 13686
ORLAND PARK, 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
(12/18/2023)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/7/2019
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 11/9/2019
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 9/25/2019
Securities Industry Essentials Examination

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#: 142728Arlington Heights, IL 60005

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