Gary S. Sheller

SHELLER WEALTH MANAGEMENT

Troy, MO 63379

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CRD#: 1476642

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.

The advisor shows no other business activity.

Blog Corner

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^®

Certified Financial Planner

Start date: 1994

Experience

Current

October 5, 2017 - Present

SHELLER WEALTH MANAGEMENT, INC.

Office #1: 170 W. Cherry Street, Troy, MO 63379

RIA

CRD#: 289794

Troy, MO

Current

September 29, 2017 - Present

LPL FINANCIAL LLC

Office #1: 170 W Cherry St, Troy, MO 63379

RIA

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.

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

CRD#: 28218

TROY, MO

Past

January 1, 1991 - May 21, 1998

WOODBURY FINANCIAL SERVICES, INC.

CRD#: 421

OAKDALE, MN

Past

June 21, 1988 - December 31, 1990

ANCHOR NATIONAL FINANCIAL SERVICES, INC.

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.

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

Arizona
(9/29/2017)

Florida
(4/24/2025)

Illinois
(9/29/2017)

Missouri
(9/29/2017)

IAR

Missouri
(10/5/2017)

North Carolina
(10/2/2017)

Ohio
(9/29/2017)

Texas
(9/29/2017)

IAR

Texas
(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

State Security Law Exam

Series 63

Date: 7/21/1988

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/18/1988

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

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)

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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

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	255
AUM (Assets Under Management)	$ 58,544,855

Red Flags

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Gary S. Sheller

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gary Steven Sheller's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

CUTTER & COMPANY, INC.

CUTTER & COMPANY, INC.

STIFEL INDEPENDENT ADVISORS, LLC

STIFEL INDEPENDENT ADVISORS, LLC

WOODBURY FINANCIAL SERVICES, INC.

ANCHOR NATIONAL FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 7/21/1988

SIE

Date: 10/1/2018

Series 7

Date: 6/18/1988

FINRA

Current Firm

SHELLER WEALTH MANAGEMENT, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

SHELLER WEALTH MANAGEMENT, INC.

TRUST BUT VERIFY

Contact information

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