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Don Moenning
Gestor de Cartera-Acciones en Clarus Wealth Advisors LLC .
Perfil
Mr. Donald B.
Moenning is a Portfolio Manager at Clarus Wealth Advisors LLC.
For over a decade, he has been working for independent RIAs, conducting equity analysis, market research, and managing model portfolios across varying investment styles and methodologies.
He specializes in risk-managed approaches, and is a firm believer of incorporating downside mitigation in client portfolios.
He also has extensive experience building institutional-styled asset allocation models.
He has exposure in other areas outside of portfolio management, including retirement account modeling, trading, relationship management, and client education.
Mr. Moenning was previously employed as a Portfolio Manager & Relationship Manager by Sowell Financial Services LLC.
He graduated from the University of Puget Sound with degrees in both Economics and Business Leadership.
Cargos activos de Don Moenning
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Clarus Wealth Advisors LLC
![]() Clarus Wealth Advisors LLC Investment ManagersFinance Part of Clear View Financial LLC, Clarus Wealth Advisors LLC is a company that provides investment advice. The company is based in Peoria, AZ. The company was founded in 2015 by Joshua Allen Cooper. Joshua Allen Cooper has been the CEO since 2015. | Gestor de Cartera-Acciones | 01/02/2018 |
Antiguos cargos conocidos de Don Moenning.
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Sowell Financial Services LLC
![]() Sowell Financial Services LLC Investment ManagersFinance Sowell Financial Services LLC (do-business-as Sowell Management) is an independent, SEC-registered investment advisor headquartered in North Little Rock, Arkansas. The firm was founded by Bill Sowell in 2001. Sowell Management provides investment portfolios for individuals, retirement plans, corporations, registered investment advisers and institutions. | Miembro del Comité de Inversión | - |
Formación de Don Moenning.
University of Puget Sound | Undergraduate Degree |
Experiencias
Funciones ocupadas
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Empresas privadas
Relaciones
Relaciones de 1er grado
Empresas vinculadas al 1er grado
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Mujer
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Empresas relacionadas
Empresas privadas | 2 |
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Sowell Financial Services LLC
![]() Sowell Financial Services LLC Investment ManagersFinance Sowell Financial Services LLC (do-business-as Sowell Management) is an independent, SEC-registered investment advisor headquartered in North Little Rock, Arkansas. The firm was founded by Bill Sowell in 2001. Sowell Management provides investment portfolios for individuals, retirement plans, corporations, registered investment advisers and institutions. | Finance |
Clarus Wealth Advisors LLC
![]() Clarus Wealth Advisors LLC Investment ManagersFinance Part of Clear View Financial LLC, Clarus Wealth Advisors LLC is a company that provides investment advice. The company is based in Peoria, AZ. The company was founded in 2015 by Joshua Allen Cooper. Joshua Allen Cooper has been the CEO since 2015. | Finance |
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