Best Investors Account Sign in
Current Employers
Sheller Wealth Management, Inc.

170 W. Cherry Street, Troy, MO 63379 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2018-04-06
MO RA APPROVED 2017-10-05
  • TX RA
    APPROVED
    Since 2018-04-06
  • MO RA
    APPROVED
    Since 2017-10-05

Branch Locations

170 W. Cherry Street, Troy, MO 63379 • 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
Sheller Insurance Agency Troy MO 10/1978 Present
Sheller Ins Agency Troy MO 05/1979 Present
Sheller Realty Troy MO 10/1982 Present
Cutter & Company, Inc Chesterfield MO 06/2006 09/2017
Lpl Financial, Llc Troy MO 09/2017 Present
Sheller Wealth Management, Inc. Troy MO 10/2017 Present
  • 10/1978 → Present
    Sheller Insurance Agency
    Troy, MO
  • 05/1979 → Present
    Sheller Ins Agency
    Troy, MO
  • 10/1982 → Present
    Sheller Realty
    Troy, MO
  • 06/2006 → 09/2017
    Cutter & Company, Inc
    Chesterfield, MO
  • 09/2017 → Present
    Lpl Financial, Llc
    Troy, MO
  • 10/2017 → Present
    Troy, MO
Previous Registrations
Other Businesses

1. 09/27/2017 - SOUTHWESTERN CAPITAL, INC./ REAL ESTATE RENTAL/ 1%/ TROY, MO 2. 09/27/2017 - OAKWIND FARMS HUNTING PRESERVE, INC./ OTHER - BUSINESS OWNER/ 0%/ TROY, MO 3. 09/27/2017 - REAL ESTATE RENTAL PROPERTY/ REAL ESTATE RENTAL/ 1%/ 170 W CHERRY ST TROY, MO 63379-1245; 481 MAIN ST TROY, MO 63379-1248 4. 09/27/2017 - THE OAKWIND CORPORATION, INC./ REAL ESTATE RENTAL/ 0%/ 16 RESIDENTIAL BUILDING LOTS AT WATERBROOKE ESTATES IN TROY, MO; 140 ACRES VACANT LAND NEXT TO WATERBROOKE ESTATES IN TROY, MO 5. 09/27/2017 - LINCOLN MANAGEMENT GROUP, INC./ REAL ESTATE RENTAL/ 1%/ TROY, MO 6. 09/27/2017 - SHELLER FINANCIAL SERVICES/ NON-VARIABLE INSURANCE - PROPERTY & CASUALTY/ 1%/ TROY, MO 7. 09/27/2017 - TRICON MANAGEMENT, INC./ REAL ESTATE RENTAL/ 1%/ TROY, MO 8. 09/27/2017 - TRILOGY DEVELOPMENT, INC./ REAL ESTATE RENTAL/ 1%/ 31.93 ACRE TRACT IN T49N R1E S23 OF LINCOLN COUNTY, MISSOURI; UNSOLD LOTS IN SYCAMORE CREEK 9. 09/27/2017 - FAIRWAY LAND & CATTLE CO., INC./ REAL ESTATE RENTAL/ 1%/ 66 FAIRCREEK DR WINFIELD, MO 63389-3637; 42 FAIRCREEK DR, WINFIELD, MO 63389; 2323 S HWY W, WINFIELD, MO 63389; 81 SILVER MAPLE LANE, WINFIELD, MO 63389; 99 SURREY DR TROY, MO 63379; 103 SURREY DR TROY, MO 63379; 99 VAIL LANE TROY, MO 63379 10. 09/27/2017 - SHELLER FINANCIAL SERVICES/ NON-VARIABLE INSURANCE/ 1%/ TROY, MO 11. 09/27/2017 - SHELLER FINANCIAL SERVICES/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 100%/ TROY, MO. 12. 10/5/2017 - Sheller Wealth Management, Inc. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 10/01/2017 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Sheller Wealth Management, Inc., an independent investment advisor firm. I started this business activity in 8/2017. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firms Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 13. 10/19/2017 - Sheller Financial Services - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 09/15/2017 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100%. 14. 09/19/2022 - Sheller Financial Services, Inc. - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date - 07/01/2022 - 160 Hours Per Month/160 Hours During Securities Trading.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1988-07-21
  • S63 Uniform Securities Agent State Law Examination
    1988-07-21
Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Troy, MO

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor