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Clayton John Netusil

Advisor at Raymond James Financial — Carroll, IA N Adams St

Updated today

Credentials

Series 63, Series 65

Experience

34 years

Location

Carroll, IA 51401

Raymond James Financial logo

Raymond James Financial

Institution

Total advisors

6,448

Across 2,954 offices

Clients per advisor

77 Low

Avg AUM per client

$700,796 Very High

HNW client ratio

19% Typical

About

Clayton Netusil is a financial advisor at Raymond James Financial with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James Financial Services, Inc. since 1999. Outside of his advisory role, he serves as president and owner of Netusil Financial Services, Inc. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports institutional consulting, portfolio management, and municipal and public-finance work.

Client services

Based on Raymond James Financial

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Hourly & fixed rate consultations

Expertise

Based on Raymond James Financial

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance

Occupation focus

Based on Raymond James Financial

Founder/Business Owner Executive

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Fee options

Fixed

Fixed (flat) dollar fees for planning services offered.

Commissions

Commissions may be charged for transaction-related services through affiliated broker-dealer RJFS; also receive commissions as insurance agent for insurance services.

Project-based

Hourly fees for planning and/or investment consultation services generally up to $400 per hour.

Other

Fee-only: Hourly fees up to $400 per hour; fixed (flat) dollar fees also offered; percentage of assets under advisement fees not to exceed 2.25% annually for investment consulting services; fees negotiable.

Location

See office

Carroll, IA N Adams St

603 N Adams St

Carroll IA 51401

Advisors at this office

1

Most active in

Iowa · Texas

Work history

34 years of industry experience

Raymond James Financial

2009 - Present • 17 years

Carroll, IA

Raymond James Financial Services, Inc.

1999 - Present • 27 years

Carroll, IA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Nicholas G

Series 63, Series 65

Carroll, IA

Greteman Capital Management

Nicholas Greteman is the principal of Greteman Capital Management in Carroll, IA, with seven years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Honkamp Krueger Financial Services, Inc. and Robinson Ruhnke Pc prior to founding his current firm. In addition to his advisory role, he is a partner at Greteman CPA, P.C., where he provides tax preparation, tax planning, financial statement preparation, and business valuations. Greteman Capital Management offers discretionary asset management and retirement-account rollover advice primarily to individuals and high-net-worth clients. The firm employs a long-term, value-oriented investment approach focused on publicly traded equities, ETFs, and fixed income, with portfolios managed according to client-specific objectives and reviewed at least semi-annually.

Active portfolio management Concentrated stock management General retirement planning
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Maeve M

Series 65

Carroll, IA

True Wealth, LLC

Maeve Mcnamee Danielson is a financial advisor at True Wealth, LLC, holding a Series 65 designation with one year of industry experience. Her prior roles include work at Premier Financial Services dba Truewealth Nation and Zions Agricultural Finance. She is also licensed to sell various insurance products. True Wealth, LLC provides financial planning and coordinates asset management for individuals, high-net-worth clients, and small businesses, relying on a third-party money manager for discretionary portfolio management while assisting clients with account setup and paperwork. The firm emphasizes tailored investment recommendations and offers educational workshops for clients and prospects.

General tax planning Wealth management Retirement income strategy Founder/Business Owner
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Wyatt G

Series 63, Series 65

Carroll, IA

True Wealth Nation

Wyatt Gauchat is a financial advisor at True Wealth, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at TD Ameritrade and True Wealth Nation. True Wealth, LLC provides financial planning and coordinates asset management for individuals, high-net-worth clients, and small businesses. The firm refers discretionary portfolio management to a third-party money manager and focuses on tailored investment recommendations using mutual funds, ETFs, and fixed-income securities.

General tax planning
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John S

CFP®, PFS™, Series 63

Carroll, IA

True Wealth Nation

John Sklenar is a CFP® and PFS™ with 27 years of industry experience. He is affiliated with True Wealth Nation and has worked at Premier Financial Services, Inc. since 2011. He founded Sklenar Company in 1995 and has been involved in the CPA business since the late 1970s. Outside of financial advising, he has served as a marketing consultant for a non-investment-related company since 2009. True Wealth Nation serves a small group of individual and institutional clients, providing comprehensive financial planning and investor education through its "TrueWealth University" workshops. The firm refers clients to a single third-party money manager for asset management and focuses on tailored financial plans without maintaining discretionary investment authority or custody of client assets.

General tax planning
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Nicholas S

CFP®, Series 65

Carroll, IA

True Wealth Nation

Nicholas Sklenar is a CFP® and Series 65 licensed financial advisor with 13 years of industry experience. He is currently with True Wealth, LLC and has been affiliated with Premier Financial Services, Inc. since 2012. Sklenar is also a licensed insurance agent and spends a significant portion of his time involved in insurance sales. True Wealth, LLC provides financial planning and coordinates asset management for individuals, high-net-worth clients, and small businesses, referring discretionary portfolio management to a third-party money manager while assisting clients with account setup and ongoing support. The firm emphasizes tailored investment recommendations based on client objectives, risk tolerance, and time horizon.

General tax planning
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Jeremiah J

Series 63, Series 65

Glidden, IA

Modern Wealth Management, LLC

Jeremiah Johnson is a financial advisor at Modern Wealth Management, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Purshe Kaplan Sterling Investments and Midwest Financial. Outside of advising, he is involved in farming as an owner/operator and serves as secretary of HAGGAI LODGE 369, as well as vice president of Lil Wildcat Education, a local daycare and education board. Modern Wealth Management provides investment advisory and integrated planning services to a diverse client base, including individuals, trusts, retirement plans, and corporations. The firm employs a centralized portfolio management model supported by an Investment Committee and offers services ranging from discretionary management to tax and estate planning, with a focus on incorporating third-party managers and risk-modeling tools.

Private / alternative investments Tax strategies for small businesses Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Public Service Employee Founder/Business Owner Military & Veterans Values-based investing Mid-Career Professionals
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