GS
Gary S. Sheller
SHELLER WEALTH MANAGEMENT
Troy, MO 63379
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CRD#: 1476642
GS
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.
Question & Answer
What are your service offerings?
Investment Planning
Comprehensive Financial Planni...
Estate Planning
Insurance Planning
Retirement Planning
Are you a "fiduciary"?
Yes
Aliases
None
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.
1. 09/27/2017 - SOUTHWESTERN CAPITAL, INC./ REAL ESTATE RENTAL/ 1%/ TROY, MO 2. 09/27/2017 - OAKWIND FARMS HUNTING PRESERVE, INC./ OTHER - BUSINESS OWNER/ 0%/ TROY, MO 3. 09/27/2017 - REAL ESTATE RENTAL PROPERTY/ REAL ESTATE RENTAL/ 1%/ 170 W CHERRY ST TROY, MO 63379-1245; 481 MAIN ST TROY, MO 63379-1248 4. 09/27/2017 - THE OAKWIND CORPORATION, INC./ REAL ESTATE RENTAL/ 0%/ 16 RESIDENTIAL BUILDING LOTS AT WATERBROOKE ESTATES IN TROY, MO; 140 ACRES VACANT LAND NEXT TO WATERBROOKE ESTATES IN TROY, MO 5. 09/27/2017 - LINCOLN MANAGEMENT GROUP, INC./ REAL ESTATE RENTAL/ 1%/ TROY, MO 6. 09/27/2017 - SHELLER FINANCIAL SERVICES/ NON-VARIABLE INSURANCE - PROPERTY & CASUALTY/ 1%/ TROY, MO 7. 09/27/2017 - TRICON MANAGEMENT, INC./ REAL ESTATE RENTAL/ 1%/ TROY, MO 8. 09/27/2017 - TRILOGY DEVELOPMENT, INC./ REAL ESTATE RENTAL/ 1%/ 31.93 ACRE TRACT IN T49N R1E S23 OF LINCOLN COUNTY, MISSOURI; UNSOLD LOTS IN SYCAMORE CREEK 9. 09/27/2017 - FAIRWAY LAND & CATTLE CO., INC./ REAL ESTATE RENTAL/ 1%/ 66 FAIRCREEK DR WINFIELD, MO 63389-3637; 42 FAIRCREEK DR, WINFIELD, MO 63389; 2323 S HWY W, WINFIELD, MO 63389; 81 SILVER MAPLE LANE, WINFIELD, MO 63389; 99 SURREY DR TROY, MO 63379; 103 SURREY DR TROY, MO 63379; 99 VAIL LANE TROY, MO 63379 10. 09/27/2017 - SHELLER FINANCIAL SERVICES/ NON-VARIABLE INSURANCE/ 1%/ TROY, MO 11. 09/27/2017 - SHELLER FINANCIAL SERVICES/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 100%/ TROY, MO. 12. 10/5/2017 - Sheller Wealth Management, Inc. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 10/01/2017 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Sheller Wealth Management, Inc., an independent investment advisor firm. I started this business activity in 8/2017. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firms Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 13. 10/19/2017 - Sheller Financial Services - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 09/15/2017 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100%. 14. 09/19/2022 - Sheller Financial Services, Inc. - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date - 07/01/2022 - 160 Hours Per Month/160 Hours During Securities Trading.
CRS (Client Relationship Summary) - RIA
Click below to view Gary Steven Sheller's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1994
Experience
Current
October 5, 2017 - Present
SHELLER WEALTH MANAGEMENT, INC.
Office #1: 170 W. Cherry Street, Troy, MO 63379RIA
CRD#: 289794
Troy, MO
Current
September 29, 2017 - Present
LPL FINANCIAL LLC
Office #1: 170 W Cherry St, Troy, MO 63379RIA
BD
CRD#: 6413
Troy, MO
Past
June 23, 2006 - September 29, 2017
CUTTER & COMPANY, INC.
RIA
CRD#: 22449
TROY, MO
Past
June 23, 2006 - September 29, 2017
CUTTER & COMPANY, INC.
BD
CRD#: 22449
TROY, MO
Past
June 5, 1998 - June 26, 2006
STIFEL INDEPENDENT ADVISORS, LLC
RIA
CRD#: 28218
TROY, MO
Past
May 15, 1998 - June 26, 2006
STIFEL INDEPENDENT ADVISORS, LLC
BD
CRD#: 28218
TROY, MO
Past
January 1, 1991 - May 21, 1998
WOODBURY FINANCIAL SERVICES, INC.
BD
CRD#: 421
OAKDALE, MN
Past
June 21, 1988 - December 31, 1990
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
BD
CRD#: 5774
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(9/29/2017)
RR
Florida(4/24/2025)
RR
Illinois(9/29/2017)
RR
Missouri(9/29/2017)
IAR
Missouri(10/5/2017)
RR
North Carolina(10/2/2017)
RR
Ohio(9/29/2017)
RR
Texas(9/29/2017)
IAR
Texas(4/6/2018)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
SW
SHELLER WEALTH MANAGEMENT, INC.
SHELLER FINANCIAL SERVICES, INC. | SHELLER WEALTH MANAGEMENT, INC.
CRD#: 289794 / SEC#:
Missouri
Registered Investment Advisory firm - (10/2/2017 Approved)Texas
Registered Investment Advisory firm - (4/6/2018 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
170 W. Cherry Street, Troy, MO 63379
Mailing Address
Phone number
(636) 528-5200
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 255 |
| AUM (Assets Under Management) | $ 58,544,855 |
Red Flags
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Company Information
SHELLER WEALTH MANAGEMENT, INC.
CRD#: 289794Troy, MO 63379TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
