Sheller Financial Services

Finance · Missouri, United States · 1-10 Employees

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Overview

Headquarters

170 W Cherry St, Troy, Missouri, 63379, ...

Phone Number

(636) 528-5200

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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1

About Sheller Financial Services

Sheller Financial Services specializes in financial and investment planning, offering services such as investment management, estate planning, and business succession planning. Established in 1979, the firm has a nationwide client base and is committed to providing customized financial guidance through a team of experienced Certified Financial Planners. They emphasize integrity and independent recommendations to help clients develop cohesive strategies for their financial goals. The company operates as a registered investment advisory firm, separate from its securities partner, LPL Financial.Explore more
Sheller Financial Services's Social MediaPopular SearchesSheller Financial ServicesSheller Wealth Management IncSheller Financial Services IncTricon Management IncSIC Code 62,628NAICS Code 52,523Show more

Sheller Financial Services Org Chart

PhoneEmail
Gary Sheller, President at Sheller Financial Services
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President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Sheller Financial Service...

<$5M
1-10
Private
-
2017
Gary Sheller, President at Sheller Financial Services
Gary ShellerPresident
$8.6M
11-50
Private
-
2010
MG
Michael GoodwinFounding Partner
$7.6M
11-50
Private
-
1962
JB
James BoneTeam Member
<$5M
11-50
Private
-
1998
<$5M
1-10
Private
-
1995
MH
Michelle HolstAdministrative Assistant
<$5M
1-10
Private
-
-
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Sheller Financial Services is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Sheller Financial Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Sheller Financial Services.

Sheller Financial Services Tech Stack

A closer look at the technologies used by Sheller Financial Services

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Frequently Asked Questions Regarding Sheller Financial Services

What is Sheller Financial Services's official website?
Sheller Financial Services's official website is www.shellerfinancial.net
What is Sheller Financial Services's Revenue?
Sheller Financial Services's revenue is <$5 Million
What is Sheller Financial Services's SIC code?
Sheller Financial Services's SIC: 62,628
What is Sheller Financial Services's NAICS code?
Sheller Financial Services's NAICS: 52,523
How many employees does Sheller Financial Services have?
Sheller Financial Services has 1-10 employees
What industry does Sheller Financial Services belong to?
Sheller Financial Services is in the industry of: Finance, Securities Trading
What is Sheller Financial Services competition?
Sheller Financial Services top competitors include: Whittenburg Insurance Agency, Poulos Advisors, Ratcliff Financial Services, Sterling Total Wealth Solutions
What technology does Sheller Financial Services use?
Some of the popular technologies that Sheller Financial Services uses are: GoCentral, Proofpoint, GoDaddy DNS, GoDaddy SSL Certificates
How do I contact Sheller Financial Services?
Sheller Financial Services contact info: Phone number: (636) 528-5200 Website: www.shellerfinancial.net
What does Sheller Financial Services do?

Sheller Financial Services specializes in financial and investment planning, offering services such as investment management, estate planning, and business succession planning. Established in 1979, the firm has a nationwide client base and is committed to providing customized financial guidance through a team of experienced Certified Financial Plan... ners. They emphasize integrity and independent recommendations to help clients develop cohesive strategies for their financial goals. The company operates as a registered investment advisory firm, separate from its securities partner, LPL Financial.Read More

What are Sheller Financial Services social media links?
Sheller Financial Services Linkedin page Sheller Financial Services Facebook page
Is Sheller Financial Services a public company?
Sheller Financial Services is private company therefore does not currently have an official ticker symbol
See more information about Sheller Financial Services

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