Walter McClellan (CRD# 4536178) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Creve Coeur, MO and has over 21 years of experience in the finance industry.
CRD# 1018380
Cutter & Company, Inc.
CRD# 6306558
Toberman Becker Wealth, LLC
CRD# 5259774
Moneta Group Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Walter's Mobile Notary And Loan Signing Service | Creve Coeur, MO | Jan 2017 - Current | 7 |
| Doterra | St Louis, MO | Feb 2015 - Current | 9 |
| Cetera Investment Advisers LLC | Schaumburg, IL | Aug 2005 - Current | 18 |
| Cetera Financial Specialists LLC | Schaumburg, IL | Apr 2002 - Current | 22 |
| Collateral Specialists | Walnutport, PA | Jan 2017 - Dec 2017 | < 1 |
| Mid America Business Forms | Creve Coeur, MO | Nov 1992 - Dec 2017 | 25 |
| Amadeus Luxury Autos | San Diego, CA | Sep 2015 - Oct 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2002 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2005 |
- MO
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- 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
- 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
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, WY
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