Partner, Treasurer & Secretary · Clarity Asset Management, Inc.
Nevin M. Conlon
CRD 6708883 · Named on Form ADV at one SEC-registered adviser
At a glance
Clarity Asset Management, Inc., an SEC-registered wealth manager based in Ames, IA with $257 million in regulatory assets, lists Nevin M. Conlon on its Form ADV as Partner, Treasurer & Secretary, a control person.
Firms and roles
- Clarity Asset Management, Inc.Partner, Treasurer & SecretaryWealth manager · Ames, IA · $257M in regulatory assets
AtlasMembers
Nevin’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Julie SiegelChief Compliance Officer, Clarity Asset Management, Inc.
- Kacy P. BassPartner, Clarity Asset Management, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Nevin’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.