Monday - Thursday: 8:00 AM - 4:00 PM (MST)

Friday: 8:00 AM - 3:00 PM (MST)

Contact

Contact

Bert A. Cooper, BCE

Office of Supervisory Jurisdiction/Investment Advisor Representative

Josh Cooper

Chief Executive Officer/Investment Advisor Representative

Theresa Fanning

Chief Operating and Compliance Officer/Assistant Branch Manager

623-583-6840

Ken Hartley, CFA, MBA

Chief Investment Officer

623-583-6840

Michael A. Sherman, CFP, CIMA

Portfolio Manager/Compliance Manager

623-583-6840

Don Moenning

Portfolio Manager

623-583-6840

Karine R. Beard, CFP®, CES™

Wealth Manager

720-510-1199

Kathryn Marchwick, CFP®

Investment Advisor Representative

623-583-6840

Jonathon A. Staats

Investment Advisor Representative

623-583-6840

James M. Graham, CFP®

Investment Advisor Representative

480-535-9330

Office Address

9125 W. Thunderbird Rd
Peoria, Arizona
85381 United States

Click here to view the Clarus Form CRS 2020 (PDF)

 

Investment advisory services offered through Clarus Wealth Advisors LLC a SEC Registered Investment Advisor.
Securities offered through Crown Capital Securities LP member FINRA & SIPC
Clarus Wealth Advisors LLC and Crown Capital Securities LP are unaffiliated companies.

 

 

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