CS
CFP
CS
CFP

Clayton Shearer

19 Years of Experience
Wichita, KS
BrokerSells Insurance

Clayton Shearer is a CFP-designated registered investment advisor, based in Wichita, KS, with 19 years of industry experience. Clayton is also registered as a broker, so some compensation may come from commissions on products sold.

Location

2081 N Webb Rd, Wichita, KS, 67206

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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.

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Other Business ActivitiesSells Insurance

Clayton is an independent insurance agent, an advisory representative of a RIA, and involved with several organizations including Broomfield Rotary Foundation and Eagle Shadow South HOA. He also co-owns SPFG Tax LLP and Strategic Partners Financial Group, LLC, dedicating full-time hours to the latter.

Employment History
Current Registrations
Cambridge Investment Research, INC.
September 2017 - Present · 9 yrs 1 mo
Cambridge Investment Research Advisors, INC.
September 2017 - Present · 9 yrs 1 mo
Cambridge Investment Research, INC.Broker
September 2017 - Present · 9 yrs 1 mo
Previous Registrations
Geneos Wealth Management, INC.
December 2016 - December 2016 · 0 mos
A & I Financial Services, LLC
January 2016 - September 2017 · 1 yr 8 mos
Geneos Wealth Management, INC.Broker
January 2016 - September 2017 · 1 yr 8 mos
National Planning Corporation ("npc of America" in Fl & Ny)
January 2009 - January 2016 · 7 yrs
National Planning CorporationBroker
September 2008 - January 2016 · 7 yrs 4 mos
Edward Jones
March 2008 - August 2008 · 5 mos
Edward JonesBroker
March 2008 - August 2008 · 5 mos
Edward Jones
November 2006 - January 2008 · 1 yr 2 mos
Edward JonesBroker
August 2006 - January 2008 · 1 yr 5 mos
State Registrations37 states
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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.
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