Casey Moss has been an investment adviser representative at Total Clarity Wealth Management since December 2023, and is not listed among the firm’s executive officers or direct owners.
Total Clarity Wealth Management, Inc is a St. Charles, IL firm with $755M under management, 1,038 clients and 20 advisers across 12 offices, as of its July 2026 filing.
Casey Moss’ longest registration is the current one, 2 years at Total Clarity Wealth Management since 2023. Before joining Total Clarity Wealth Management in 2023, Casey Moss was registered through Capital Point Financial Group, LTD. and Oneamerica Securities, Inc.
- Highpoint Planning PartnersAlso current– present · under a yearOrland Park, IL · Adviser representative · Firm CRD 316636
- – present · 2 yearsArlington Heights, IL · Adviser representative · Firm CRD 142728
- Capital Point Financial Group, LTD.– · 1 yearGlenview, IL · Adviser representative · Firm CRD 171867
- Oneamerica Securities, Inc.– · under a yearNaperville, IL · Adviser representative · Firm CRD 4173
- Avantax Advisory Services– · under a yearOrland Park, IL · Adviser representative · Firm CRD 104556
Investment adviser representative registrations
Casey Moss is registered as an investment adviser representative in Illinois, since December 2023.
- IllinoisSince 18 December 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 7 December 2019 |
| Series 7TO | General Securities Representative Examination | 9 November 2019 |
| SIE | Securities Industry Essentials Examination | 25 September 2019 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Casey W Moss
- CRD
- 7193679
- Firm
- Total Clarity Wealth Management · CRD 142728
- Office
- 171 W Wing St, Suite 204B, Arlington Heights, IL 60005
- Registration
- Investment adviser registration
- In the industry since
- January 2020
- Disciplinary history
- Not yet shown here · SEC record
Where does Casey Moss work?
Casey Moss is an investment adviser representative registered through Total Clarity Wealth Management, Inc since December 2023, and is not listed among the firm’s executive officers or direct owners.
Is Casey Moss a financial advisor?
Yes. Casey Moss has a current investment-adviser registration in Illinois, through Total Clarity Wealth Management since December 2023.
How many years of experience does Casey Moss have?
Casey Moss has 6 years in the financial industry, since January 2020, across 5 adviser firms.
What exams has Casey Moss passed?
Casey Moss has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in September 2019.
Where did Casey Moss work before Total Clarity Wealth Management?
Before Total Clarity Wealth Management, Casey Moss was registered through Oneamerica Securities, Inc., December 2020 to August 2021; Avantax Advisory Services, December 2019 to September 2020.
Where is Casey Moss based?
Casey Moss’ registered office is in Arlington Heights, IL.
Is Casey Moss registered with FINRA?
No. Casey Moss has no current broker registration.
How can I verify Casey Moss’ record?
Search CRD 7193679 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Casey Moss’ full registration record.
