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Stacey Lynn Walter

Columbia Capital Management, LLC

Merriam, KS

Ccm New Opportunities, LLC

Merriam, KS

CRD 7089337

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Employer firm

Columbia Capital Management, LLC CRD 112773

$2.09B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (institutions)
  • MUNICIPAL ADVISORY SERVICES FOR GOVERNMENTAL BOND TRANSACTIONS

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

Current Employers
Columbia Capital Management, Llc

6700 Antioch Suite 250, Merriam, KS 66204 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2020-11-02
  • KS RA
    APPROVED
    Since 2020-11-02

Branch Locations

6700 Antioch Suite 250, Merriam, KS 66204 • United States

Ccm New Opportunities, Llc

6700 Antioch Suite 250, Merriam, KS 66204 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2020-11-02
  • KS RA
    APPROVED
    Since 2020-11-02

Branch Locations

6700 Antioch Suite 250, Merriam, KS 66204 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Columbia Capital Management, Llc Merriam KS 02/2014 Present
Ccm New Opportunities, Llc Merriam KS 03/2019 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-10-29
  • S65 Uniform Investment Adviser Law Examination
    2020-10-29
Other Names
  • Stacey Lynn Mccowan
  • Stacey Lynn Pelton

View on SEC IAPD

Nearby Firms

CCM NEW OPPORTUNITIES, LLC
POSTROCK PARTNERS LLC
DEMARCHE

Nearby Investors

Samantha Allison Baker
ADAM TIMOTHY POPE
JEFF THOMAS WHITE

Nearby Offices

CCM NEW OPPORTUNITIES, LLC · MERRIAM, KS
POSTROCK PARTNERS LLC · OVERLAND PARK, KS
DEMARCHE · Merriam, KS

More in Merriam, KS

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