Gary Sheller (CRD# 1476642) is an Investment Advisor Representative working at Sheller Wealth Management, Inc. in Troy, MO and has over 35 years of experience in the finance industry. Gary Sheller has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 3168400
Creative Planning
CRD# 5472794
Fidelity Personal And Workplace Advisors
CRD# 2770239
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sheller Wealth Management, Inc. | Troy, MO | Oct 2017 - Current | 6 |
| Lpl Financial, LLC | Troy, MO | Sep 2017 - Current | 6 |
| Sheller Realty | Troy, MO | Oct 1982 - Current | 41 |
| Sheller Ins Agency | Troy, MO | May 1979 - Current | 44 |
| Sheller Insurance Agency | Troy, MO | Oct 1978 - Current | 45 |
| Cutter & Company, Inc. | Chesterfield, MO | Jun 2006 - Sep 2017 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1988 |
- MO
- TX
-
Total Assets Under Management47MILLIONS
-
Total Number of Accounts229ACCOUNTS
-
Average Account Value$206,440
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
MO, TX
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