Jan Sleeter, MBA, CFP®, AIF®
1200 Harger Road Suite 222
Oak Brook, IL 60523
Janis Sleeter is a Wealth Advisor for Total Clarity Wealth Management. She manages the Oak Brook branch which includes her husband Tom and son David. The office provides financial planning and investment management services individualized to help clients pursue their goals.
She has over 20 years of corporate finance experience, including Manager of Financial Analysis at McDonald’s Corporation and Director of Treasury for Allied Van Lines. She started a financial consulting firm in 1992 working with individuals and business owners.
After receiving a B.A. from Vanderbilt University and an MBA from the Kellogg School of Management at Northwestern University, she earned a CPA, a certification CFP® and an AIF®.
Jan has conducted many seminars and workshops on personal and business financial planning, investing, retirement and estate planning. She is a member of the Financial Planning Association and Chicago Council on Planned Giving.
Janis and her husband Tom reside in Downers Grove, Illinois. Jan is active in several civic groups. Their son and daughter live in Chicago.
CFP® Certified Financial Planner
AIF® Accredited Investment Fiduciary
Jan Sleeter is a registered representative of LPL Financial and offers securities solely through LPL Financial member FINRA/ SIPC. Jan provides investment advisory services through Total Clarity Wealth Management, an SEC registered investment adviser (or State RIA as the case may be). Total Clarity Wealth Management is not an affiliate of LPL Financial.