Shannon Moenkhaus has been Managing Member / Chief Compliance Officer of Clarity Financial Planners since September 2015, is a control person of the firm and directly owns 75% or more of it. Shannon Moenkhaus studied at the University of Missouri.
Clarity Financial Planners, LLC is a Clayton, MO firm with $132M under management, 38 clients and 1 adviser in one office, as of its March 2026 filing.
Shannon Moenkhaus's firm is Clarity Financial Planners, which provides Evidence-Based Investing, Total Financial Life Management and Lifelong Learning. Her work experience includes the tax department of PricewaterhouseCoopers, Enterprise Bank & Trust, where she ran the advisory team, and Buckingham Asset Management. She has taught Personal Fiscal Fitness and Financial Literacy classes for UMSL outreach, Entrepreneurs Organization, Tiger 21 and Enterprise University.
Shannon Moenkhaus’ longest registration is the current one, 11 years at Clarity Financial Planners since 2015. Before joining Clarity Financial Planners in 2015, Shannon Moenkhaus was registered through Buckingham Asset Management, LLC.
- Clarity Financial PlannersCurrent– present · 11 yearsClayton, MO · Adviser representative · Firm CRD 277114
- Buckingham Asset Management, LLC– · 6 yearsSt Louis, MO · Adviser representative · Firm CRD 143323
Professional designations
Listed by Clarity Financial Planners
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Shannon Moenkhaus is registered as an investment adviser representative in 2 states. The first approvals date from September 2015; the most recent is Missouri, in October 2015.
- MissouriSince 2 October 2015
- TexasSince 3 September 2015
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 1 March 2002 |
| Series 7 | General Securities Representative Examination | 3 January 2002 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Shannon Faye Moenkhaus
- CRD
- 4457340
- Firm
- Clarity Financial Planners · CRD 277114
- Role
- Managing Member / Chief Compliance Officer
- Office
- 168 N. MERAMEC AVENUE, SUITE 150, Clayton, MO 63105
- Registration
- Investment adviser registration
- In the industry since
- January 2009
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- clarityfinancialplanners.com
Where does Shannon Moenkhaus work?
Shannon Moenkhaus has been Managing Member / Chief Compliance Officer of Clarity Financial Planners, LLC since September 2015, and is a control person of the firm.
Is Shannon Moenkhaus a financial advisor?
Yes. Shannon Moenkhaus has a current investment-adviser registration in Missouri and Texas, through Clarity Financial Planners since September 2015.
How many years of experience does Shannon Moenkhaus have?
Shannon Moenkhaus has 17 years in the financial industry, since January 2009, across 2 adviser firms.
What exams has Shannon Moenkhaus passed?
Shannon Moenkhaus has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in January 2002.
Where is Shannon Moenkhaus based?
Shannon Moenkhaus’ registered office is in Clayton, MO.
Is Shannon Moenkhaus registered with FINRA?
No. Shannon Moenkhaus has no current broker registration.
Is Shannon Moenkhaus a CFP?
Clarity Financial Planners lists Shannon Moenkhaus with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Shannon Moenkhaus, CFP® biography, clarityfinancialplanners.com
How can I verify Shannon Moenkhaus’ record?
Search CRD 4457340 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Shannon Moenkhaus’ full registration record.