Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
< 1 year
Location
Williamsburg, KY
Thrivent Investment Management
Institution
Clay Shelton is a financial advisor with Thrivent Investment Management in Williamsburg, KY, holding a Series 66 designation and beginning his advisory career in 2026. His prior experience includes roles at Northwestern Mutual and Thrivent Financial, as well as non-financial positions ranging from education to various service roles over the past decade. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm delivers holistic, goal-based financial planning that can be engaged on a one-time or ongoing basis, offering a combination of planning and managed-account services without discretionary trading authority.
Commissions and sales loads apply on recommended products such as mutual funds, insurance, and variable products; these fees are separate from Planning Fee.
Minimum fee: Planning Fees range from a minimum of $600 to a maximum of $10,000 unless otherwise accepted by Thrivent. Minimum fees may be higher in certain circumstances. Fee-only: Planning Fee negotiated based on scope, complexity, advisor experience; ranges from $600 to $10,000.
Williamsburg, KY
Williamsburg KY
Advisors at this office
1
District of Columbia · Kentucky · Oklahoma · Texas
< 1 year of industry experience
Thrivent Financial
2026 - Present • 1 year
Appleton, WI
Thrivent Investment Management Inc
2026 - Present • 1 year
Minneapolis, MN
Northwestern Mutual
2026 - 2026 • 1 year
Corbin, KY
Spark Driver
2023 - 2025 • 2 years
Williamsburg, KY
PT Pros
2022 - 2022 • 1 year
Williamsburg, KY
Croley Funeral Home
2021 - 2021 • 1 year
Williamsburg, KY
Whitley County Board of Education
2020 - 2020 • 1 year
Williamsburg, KY
Education
2016 - 2026 • 10 years
Williamsburg, KY
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Williamsburg, KY
Alexander Investment Services Co.
Ancil Collett is a financial advisor with Alexander Investment Services Co. in Williamsburg, KY, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Alexander Investment Services since 2006 and was a self-employed, independent certified public accountant prior to that. Collett also serves as a volunteer treasurer for First Baptist Church in Williamsburg and is a director of Highland Cemetery, Inc. Alexander Investment Services Company provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm emphasizes primarily non-discretionary portfolio management, retirement plan consulting and education, and written financial plans tailored to clients’ objectives, risk tolerance, and time horizon.
Series 65, Series 66
Williamsburg, KY
Raymond James & Associates
Steven Coyne is a financial advisor with Raymond James & Associates in Williamsburg, KY, holding Series 65 and Series 66 licenses and 14 years of industry experience. His prior roles include positions at LPL Financial, Community Trust Bank, Jackson National Life Distributors, Guardian Life, and work with ride-share companies Uber and Lyft. Coyne manages an accessory rental property on his personal residence. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, pension plans, and municipal entities. The firm offers financial planning, investment consulting, and institutional advisory services, employing various portfolio management styles supported by firm research and affiliated sub-advisers.
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