WM
WM

Walter Mcclellan

23 Years of Experience
Creve Coeur, MO
Broker

Walter Mcclellan is a registered investment advisor at Cetera Investment Advisers LLC, based in Creve Coeur, MO, with 23 years of industry experience. Walter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
Loading...

Location

Creve Coeur, MO

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Walter is involved in three outside business activities. He sells office products and furniture, wellness products, and provides notary and inspection services for loan providers, dedicating about 10-20% of his time to the latter.

Employment History
Current Registrations
Cetera Investment Advisers LLC
August 2005 - Present · 20 yrs 9 mos
Cetera Financial Specialists LLCBroker
June 2002 - Present · 23 yrs 11 mos
State Registrations4 states
DEGAMOWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Walter Mcclellan - Financial Advisor | TrueAdvisor