user avatar

Gary Steven Sheller

Advisor at Sheller Wealth Management, Inc. — Troy, MO

Updated today

Credentials

CFP®, Series 63

Experience

38 years

Location

Troy, MO 63379

Sheller Wealth Management, Inc. logo

Sheller Wealth Management, Inc.

Supported

Total advisors

2

Clients per advisor

87 High

Avg AUM per client

$382,385 Low

HNW client ratio

25% Typical

About

Gary Sheller is a CFP® professional with 38 years of experience in the financial services industry. He has held roles at Cutter & Company, Inc. and LPL Financial, and he has operated Sheller Wealth Management, Inc. since 2017. In addition to his advisory work, he has been involved in a variety of business ventures, including a hunting preserve called Oakwind Farms Hunting Preserve, Inc. Sheller Wealth Management provides discretionary investment management and financial planning services to individuals, high net worth clients, trusts, estates, and businesses. The firm manages approximately $68 million for around 174 clients through customized, long-term investment strategies that include equities, mutual funds, ETFs, and occasional alternative investments.

Client services

Based on Sheller Wealth Management, Inc.

Financial planning Portfolio management Pension consulting

Expertise

Based on Sheller Wealth Management, Inc.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business ownership considerations General retirement planning

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Fixed fee amounts determined in advance and agreed to in writing for financial planning services

Percentage

up to 2.00% annually (negotiable, based on complexity, assets and relationship)

Project-based

up to $500 per hour (financial planning services)

Location

Troy, MO

170 W. Cherry Street

Troy MO 63379

Advisors at this office

2

Most active in

Missouri · Texas

Work history

38 years of industry experience

Sheller Wealth Management, Inc.

2017 - Present • 9 years

Troy, MO

LPL Financial, llc

2017 - Present • 9 years

Troy, MO

Cutter & Company, Inc

2006 - 2017 • 11 years

Chesterfield, MO

Sheller Realty

1982 - Present • 44 years

Troy, MO

Sheller Ins Agency

1979 - Present • 47 years

Troy, MO

Sheller Insurance Agency

1978 - Present • 48 years

Troy, MO

Disclosures

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

Business activities & affiliations

user avatar

Joshua B

Series 65

Troy, Lincoln, MO

Bockhorst Wealth Stratagies Llc

Joshua Bockhorst is the sole advisor at Bockhorst Wealth Strategies LLC and holds a Series 65 designation. He has previously worked at NorthRoad Church and St. Charles Community College and has nine years of experience at Downs Drywall. Bockhorst Wealth Strategies LLC is a Missouri-registered investment adviser that provides non-discretionary investment advisory services and financial coaching to individual investors, including both non-high-net-worth and high-net-worth clients. The firm combines fundamental and technical analysis with market research and emphasizes client education through scheduled review meetings and written summaries.

General retirement planning
user avatar

James D

CFP®, Series 63, Series 65

Lake St. Louis, MO

Wealth Ambassadors, LLC

James Dearing is a CFP® with 27 years of experience, currently serving as the sole advisor at Wealth Ambassadors, LLC in Lake St. Louis, MO. He has been self-employed as an insurance agent since 2012 and serves on the board of Worldwide Inventory Network, Inc., a charitable organization. He is also involved in a health consulting business and owns a group coaching and training company. Wealth Ambassadors provides portfolio management and financial planning services to individuals, families, businesses, foundations, and pension/profit-sharing plans. The firm employs a modern portfolio theory approach with globally diversified portfolios, often using mutual funds and ETFs, and offers both discretionary and non-discretionary management along with pension consulting.

General retirement planning
user avatar

Lesley K

CFP®

Moscow Mills, MO

Kilcullin Financial Life Planning, LLC

Lesley Kilcullin is a CFP® professional with 13 years of industry experience, currently serving as the sole advisor at Kilcullin Financial Life Planning, LLC since 2015. The firm manages approximately $57.9 million across about 111 client relationships, providing comprehensive financial planning, investment consultation, portfolio management, and retirement-plan rollover advice. Kilcullin Financial Life Planning employs a long-term, buy-and-hold investment approach grounded in Modern Portfolio Theory, focusing on diversified, tax-efficient, low-cost mutual funds, ETFs, and individual securities, primarily managing assets on a nondiscretionary basis. The firm also offers educational workshops and assists clients with accounts maintained at other custodians.

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) General retirement planning Retirement withdrawal strategies
user avatar

Ashley A

CFP®, Series 66

Troy, MO

Sheller Wealth Management, Inc.

Ashley Arnold is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Sheller Wealth Management, Inc. in Troy, MO. She has worked with LPL Financial, LLC since 2017 and holds a vice president role at S/A Analytics, Inc., where she is involved in economic research and analysis. Sheller Wealth Management provides discretionary investment management and financial planning services to individuals, high net worth clients, trusts, estates, and businesses. The firm manages approximately $68 million for about 174 clients, utilizing a primarily long-term, customized investment approach that includes individual equities, mutual funds, ETFs, and occasional alternative investments.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business ownership considerations General retirement planning
user avatar

Matthew E

Series 63, Series 65

Wentzville, MO

RPG Family Wealth Advisory, LLC

Matthew Evans is a financial advisor at RPG Family Wealth Advisory, LLC with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at First Heartland Capital for 22 years before joining RPg Family Wealth Advisors. Evans is also involved in business activities related to insurance sales and training through Mortgage Free Life, LLC and Solae Group, LLC. RPg Family Wealth Advisory provides tactical, ETF-centric investment strategies and customized portfolio management for financial intermediaries, individual, institutional, and high-net-worth clients. The firm uses a policy-based investment process driven by proprietary quantitative and qualitative research, offering separately managed accounts, model manager platforms, and a principal-protected strategy.

Passive / index investing Active portfolio management Real estate investing Financial Professional Founder/Business Owner
user avatar

Shawn M

Series 66

Wentzville, MO

Prospera Financial Services, inc.

Shawn Murff is a financial advisor at Prospera Financial Services, Inc. with nine years of industry experience. He previously worked at Edward Jones, Aim Financial Solutions LLC, and Cutter and Company Brokerage Inc. In addition to his advisory role, Murff works as an independent contractor soliciting and writing property and casualty insurance through The Silver McDonough Company. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs and third-party platforms.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)