Walter Bernard Mcclellan

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2002 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 11/1992 → 12/2017
  Mid America Business Forms
  Creve Coeur, MO
• 08/2005 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 02/2015 → Present
  Doterra
  St Louis, MO
• 01/2017 → 12/2017
  Collateral Specialists
  Walnutport, PA
• 01/2017 → Present
  Walter Mcclellan
  Creve Coeur, MO

Other Businesses

1)OFFICE ESSENTIALS INC; NOT INV REL; 1450 ASHBY, STLOUIS, MO; SALES OFFICE PRODUCTS & FURNITURE; SALES SINCE 1/2009; 15 HRS/WK; DUTIES - DEVELOP & MAINTAIN CORP CUSTOMERS: 2) DOTERRA; NOT INVESTMENT RELATED; 12828 OAKSTONE LANE, ST LOUIS, MO 63141; WELLNESS PRODUCTS; START 2/2015; 2 HOURS/WEEK AFTER TRADING HOURS; WELLNESS ADVOCATE/CONSULTANT - PROVIDE INFORMATION AND PRODUCTS FOR PERSONAL HEALTH AND WELLNESS. 3) NAME OF OTHER BUSINESS: Walter McClellan INVESTMENT RELATED: NO; ADDRESS: 12828 OAKSTONE LANE, CREVE COEUR, MO 63141; NATURE OF BUSINESS: NOTARY AND INSPECTION SERVICE FOR LOAN PROVIDERS; START DATE: 01/2017; POSITION/TITLE/RELATIONSHIP: LOAN SIGNING AGENT AND INSPECTOR; APX NUMBER OF HOURS PER WEEK: 1 HOURS; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: NOTARY AND INSPECTION SERVICE FOR LOAN PROVIDERS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-07-20
• S63 Uniform Securities Agent State Law Examination
  2002-07-02

Other Names

• Wally Mcclellan