Walter McClellan, financial advisor Saint Louis MO
93 score

Walter McClellan

CRD Number: 4536178
Current Firm: Cetera Investment Advisers LLC

Walter McClellan (CRD# 4536178) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Saint Louis, MO and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Amadeus Luxury Autos San Diego, CA Sep 2015 - Current 1
Doterra St Louis, MO Feb 2015 - Current 1
Cetera Investment Advisers LLC Schaumburg, IL Aug 2005 - Current 11
Cetera Financial Specialists LLC Schaumburg, IL Apr 2002 - Current 14
Mid America Business Forms Creve Coeur, MO Nov 1992 - Current 24
Corporate Express St. Louis, MO Apr 2001 - Jan 2009 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2002
S65 NASAA Investment Advisors Law Examination Jul 2005
Contact Info for Walter B. McClellan
Phone Number: 888-528-2987
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
    7,010
    MILLIONS
  • Total Number of Accounts
    26,660
    ACCOUNTS
  • Average Account Value
    $262,943
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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