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Financial Clarity by Design Employee Directory

Financial ServicesWisconsin, United States11-50 Employees

Financial Clarity by Design is a financial services firm based in Spencer, Wisconsin. It aims to help clients build and preserve wealth and to guide them toward their financial goals, with an emphasis on bringing clarity to financial decision making. The firm serves individuals seeking practical wealth planning and informed financial guidance.

Investment and securities services are offered through Osaic Wealth, Inc., which is a member of FINRA and SIPC. Osaic Wealth is separately owned, and other entities or marketing names referenced are independent of it. The company maintains a website at https://financialclaritybydesign.com and an associated presence on Facebook.

Find Financial Clarity by Design employees' phone numbers or email addresses

Financial Clarity by Design Global Highlights

Location
Employees

North America
16

Minus sign iconPlus sign icon
  • United States Of America
    14
  • Canada
    2

Financial Clarity by Design's Leadership

  • Stylized image of a person
    K. P.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. A. D. M. N.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. B.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. M.
    Certified Financial Planner - Investments And Insurance - Owner/President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    P. H.
    Director Of First Impressions
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. L.
    Assistant Office Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. W. G.
    Certified Financial Planner™ Professional
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. B.
    Registered Assistant
    Phone icon
    Mobile Phone

Financial Clarity by Design Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Financial Clarity by Design

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. M.
    Certified Financial Planner - Investments And Insurance - Owner/President
    Phone icon
    Mobile Phone
    United StatesWisconsin
    Jun 25, 2026
  • Stylized image of a person
    K. P.
    President
    Phone icon
    Mobile Phone
    United StatesNew York
    Feb 17, 2026
  • Stylized image of a person
    B. A. D. M. N.
    President
    Phone icon
    Mobile Phone
    United StatesKansas
    Apr 16, 2026
  • Stylized image of a person
    D. B.
    President
    Phone icon
    Mobile Phone
    CanadaOntario
    Jan 29, 2026
  • Stylized image of a person
    P. H.
    Director Of First Impressions
    Phone icon
    Mobile Phone
    Jun 25, 2026
  • Stylized image of a person
    T. L.
    Assistant Office Manager
    Phone icon
    Mobile Phone
    UNITED STATES
    Apr 26, 2025
  • Stylized image of a person
    R. W. G.
    Certified Financial Planner™ Professional
    Phone icon
    Mobile Phone
    United StatesWisconsin
    Jun 29, 2026
  • Stylized image of a person
    B. B.
    Registered Assistant
    Phone icon
    Mobile Phone
    United StatesWisconsin
    Oct 26, 2025
  • Stylized image of a person
    M. K.
    Summer Intern
    Phone icon
    Mobile Phone
    United StatesWisconsin
    Oct 23, 2024

Frequently Asked Questions

What is Financial Clarity by Design known for?

Minus sign iconPlus sign iconFinancial Clarity by Design was founded in 1974 operates in the Financial Services industry. The company's main headquarters is located in 702 East Willow Drive Spencer, Wisconsin 54479 United States; you can contact the main corporate office by phone at
+1-715-659-****
. Explore Financial Clarity by Design's company overview page for more information.

What is Financial Clarity by Design's most common email format?

Minus sign iconPlus sign iconFinancial Clarity by Design employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Financial Clarity by Design email formats with LeadIQ.

How many employees does Financial Clarity by Design have currently?

Minus sign iconPlus sign iconFinancial Clarity by Design has approximately 11 employees as of April 2026. These team members are located across 1 continents, including North America.

Who are Financial Clarity by Design's key employees and leadership?

Minus sign iconPlus sign icon

As of April 2026, Financial Clarity by Design's key employees include:

  • President: K. P.
  • President: B. A. D. M. N.
  • President: D. B.
  • Certified Financial Planner - Investments And Insurance - Owner/President: J. M.
  • Director Of First Impressions: P. H.

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