Gary Steven Sheller
CFP®Professional Summary
Gary Steven Sheller, CFP® is a registered financial advisor currently at SHELLER WEALTH MANAGEMENT, INC. located in Troy, Missouri and LPL FINANCIAL LLC located in Troy, Missouri. Gary is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1988. Gary has worked at 6 firms and has passed the Series 63, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Investment Planning
- Comprehensive Financial Planning
- Estate Planning
- Insurance Planning
- Retirement Planning
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
38 years in the financial services industry
Current & Past Employments
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Current Firm
SHELLER FINANCIAL SERVICES, INC. | SHELLER WEALTH MANAGEMENT, INC.
Contact Information
Main Address
170 W. Cherry Street, Troy, MO 63379Phone Number
(636) 528-5200# of Employees
3Documents
Regulatory Assets Under Management
Total Number of Accounts
282AUM (Assets Under Management)
$68,249,074Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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State Registrations and Notice Filings
(9/29/2017)
(4/24/2025)
(9/29/2017)
(9/29/2017)
(10/5/2017)
(10/2/2017)
(9/29/2017)
(9/29/2017)
(4/6/2018)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Gary Steven Sheller's CRS (Customer Relationship Summary).
Services Offered by Gary
- Investment Planning
- Comprehensive Financial Planning
- Estate Planning
- Insurance Planning
- Retirement Planning
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