SS
Sheila A. Steury
LANARK FINANCIAL
GRANVILLE, OH 43023
Some features on this profile are disabled
CRD#: 2405354
SS
Sheila Adele SteuryLANARK FINANCIAL
Professional summary
Sheila Adele Steury, who also goes by Sheila Adele Masters, Sheila Masters, is a registered financial advisor currently at LANARK FINANCIAL, INC. located in Granville, Ohio.
Sheila is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Sheila has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Aliases
Sheila Adele Masters | Sheila Masters
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.
CRS (Client Relationship Summary) - RIA
Click below to view Sheila Adele Steury's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Sheila Adele Steury'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®
NoneExperience
Current
January 6, 2026 - Present
LANARK FINANCIAL, INC.
Office #1: 1670 Columbus Rd Suite A, Granville, OH 43023RIA
BD
CRD#: 17870
GRANVILLE, OH
Current
January 6, 2026 - Present
LANARK FINANCIAL, INC.
Office #1: 1670 Columbus Rd Suite A, Granville, OH 43023RIA
BD
CRD#: 17870
GRANVILLE, OH
Past
September 25, 2009 - January 15, 2026
STIFEL, NICOLAUS & COMPANY, INCORPORATED
RIA
CRD#: 793
COLUMBUS, OH
Past
September 25, 2009 - January 15, 2026
STIFEL, NICOLAUS & COMPANY, INCORPORATED
BD
CRD#: 793
COLUMBUS, OH
Past
February 9, 2007 - September 25, 2009
UBS FINANCIAL SERVICES INC.
RIA
CRD#: 8174
NEW ALBANY, OH
Past
February 9, 2007 - September 25, 2009
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
NEW ALBANY, OH
Past
October 11, 2005 - February 9, 2007
KEYBANC CAPITAL MARKETS INC.
RIA
CRD#: 566
NEW ALBANY, OH
Past
December 10, 1999 - February 9, 2007
KEYBANC CAPITAL MARKETS INC.
BD
CRD#: 566
NEW ALBANY, OH
Past
August 19, 1994 - January 10, 2000
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
ST. LOUIS, MO
Past
January 22, 1994 - September 6, 1994
WADDELL & REED
BD
CRD#: 866
OVERLAND PARK, KS
Past
October 12, 1993 - November 4, 1993
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
NEWARK, NJ
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
LF
LANARK FINANCIAL, INC.
ADVANCED WEALTH PLANNING GROUP | POSEY, BENNERS & SELLERS, INC. | NORTH SHORE WEALTH MANAGEMENT GROUP, LLC | NBC SECURITIES, INC. | NBC COMMERCE INVESTMENTS | LANARK FINANCIAL, INC. | FIRST STATE FINANCIAL MANAGEMENT | BRUCE HAGAN | ALDYN CAPITAL INVESTMENT AND ADVISORY SERVICES
CRD#: 17870 / SEC#: 801-58257, 8-35870
RIA
Registered Investment Advisory firm - SEC (1/3/2001 Approved)Alabama
Registered Investment Advisory firm - SEC (5/16/2001 Terminated)California
Registered Investment Advisory firm - SEC (5/16/2001 Terminated)Colorado
Registered Investment Advisory firm - SEC (5/18/2001 Terminated)Florida
Registered Investment Advisory firm - SEC (5/16/2001 Terminated)Georgia
Registered Investment Advisory firm - SEC (5/16/2001 Terminated)Illinois
Registered Investment Advisory firm - SEC (6/25/2001 Terminated)Iowa
Registered Investment Advisory firm - SEC (5/16/2001 Terminated)Kentucky
Registered Investment Advisory firm - SEC (5/16/2001 Terminated)Louisiana
Registered Investment Advisory firm - SEC (5/31/2001 Terminated)Mississippi
Registered Investment Advisory firm - SEC (5/16/2001 Terminated)New Jersey
Registered Investment Advisory firm - SEC (5/16/2001 Terminated)New York
Registered Investment Advisory firm - SEC (5/31/2001 Terminated)North Carolina
Registered Investment Advisory firm - SEC (5/16/2001 Terminated)South Carolina
Registered Investment Advisory firm - SEC (5/16/2001 Terminated)Tennessee
Registered Investment Advisory firm - SEC (6/15/2001 Terminated)Virginia
Registered Investment Advisory firm - SEC (5/16/2001 Terminated)BD
Broker-Dealer Firm Regulated by FINRA (New Orleans district office)
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
California(1/6/2026)
RR
Colorado(1/6/2026)
RR
Florida(2/9/2026)
RR
Indiana(2/3/2026)
RR
Kentucky(1/6/2026)
RR
Nevada(1/6/2026)
RR
North Carolina(1/6/2026)
RR
Ohio(1/6/2026)
IAR
Ohio(1/6/2026)
RR
Pennsylvania(1/6/2026)
RR
Utah(1/6/2026)
Exams
What does exam status mean?
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 6
Passed: 10/8/1993
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA
Current Firm
LF
LANARK FINANCIAL, INC.
ADVANCED WEALTH PLANNING GROUP | POSEY, BENNERS & SELLERS, INC. | NORTH SHORE WEALTH MANAGEMENT GROUP, LLC | NBC SECURITIES, INC. | NBC COMMERCE INVESTMENTS | LANARK FINANCIAL, INC. | FIRST STATE FINANCIAL MANAGEMENT | BRUCE HAGAN | ALDYN CAPITAL INVESTMENT AND ADVISORY SERVICES
CRD#: 17870 / SEC#: 801-58257, 8-35870
RIA
Registered Investment Advisory firm - SEC (1/3/2001 Approved)Alabama
Registered Investment Advisory firm - SEC (5/16/2001 Terminated)California
Registered Investment Advisory firm - SEC (5/16/2001 Terminated)Colorado
Registered Investment Advisory firm - SEC (5/18/2001 Terminated)Florida
Registered Investment Advisory firm - SEC (5/16/2001 Terminated)Georgia
Registered Investment Advisory firm - SEC (5/16/2001 Terminated)Illinois
Registered Investment Advisory firm - SEC (6/25/2001 Terminated)Iowa
Registered Investment Advisory firm - SEC (5/16/2001 Terminated)Kentucky
Registered Investment Advisory firm - SEC (5/16/2001 Terminated)Louisiana
Registered Investment Advisory firm - SEC (5/31/2001 Terminated)Mississippi
Registered Investment Advisory firm - SEC (5/16/2001 Terminated)New Jersey
Registered Investment Advisory firm - SEC (5/16/2001 Terminated)New York
Registered Investment Advisory firm - SEC (5/31/2001 Terminated)North Carolina
Registered Investment Advisory firm - SEC (5/16/2001 Terminated)South Carolina
Registered Investment Advisory firm - SEC (5/16/2001 Terminated)Tennessee
Registered Investment Advisory firm - SEC (6/15/2001 Terminated)Virginia
Registered Investment Advisory firm - SEC (5/16/2001 Terminated)BD
Broker-Dealer Firm Regulated by FINRA (New Orleans district office)
Loading...
Contact information
Main Address
1927 1st Avenue North, Birmingham, AL 35203
Mailing Address
1927 1st Avenue North, Birmingham, AL 35203-0686
Phone number
(800) 521-9390
Established
Alabama since 03/13/1986
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
68
SEC notice filing (53 States and Territories)
FINRA licenses (51 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| LANARK FINANCIAL GROUP, LLC | SHAREHOLDER | |
| CONWAY, PAMELA SUE | VICE PRESIDENT, OPERATIONS | 2228251 |
| DOODY, JOHN ROBERT JR | CEO | 1703990 |
| FALKENBURG, FRANK BENNER | MANAGING DIRECTOR | 204097 |
| FALKENBURG, PEYTON DAVIS | PRESIDENT | 5929303 |
| MILLER, HAROLD BLAINE | VP, CHIEF COMPLIANCE OFFICER | 4214267 |
| RANSOM, SAMUEL DOUGLAS | CHIEF FINANCIAL OFFICER | 7690378 |
Regulatory assets under management
| Total Number of Accounts | 4,966 |
| AUM (Assets Under Management) | $ 1,784,817,450 |
Disclosures
| Regulatory Event | 6 |
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.
