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Robert Corbin Clay

Advisor at Cetera — Sikeston, MO Kennedy

Updated today

Credentials

Series 66

Experience

23 years

Location

Sikeston, MO 63801

Cetera logo

Cetera

Institution

Total advisors

10,171

Across 5,094 offices

Clients per advisor

79 Low

Avg AUM per client

$306,089 Low

HNW client ratio

10% Low

About

Robert Clay is a financial advisor at Cetera with 23 years of industry experience and holds a Series 66 designation. His work history includes roles at multiple firms such as Triple C Wealth Management LLC, Conway and Clay, LLC, and Montgomery Bank. Outside of advisory services, he is involved in several business ventures including managing a wholesale jewelry company and co-owning a CPA practice. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager investment platform with access to various discretionary and non-discretionary management strategies and supports a large network of independent advisors nationwide.

Client services

Based on Cetera

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy

Occupation focus

Based on Cetera

Founder/Business Owner Executive

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Fee options

Fixed

Flat fees may be charged for financial planning and consulting services as negotiated with advisor.

Percentage

$0 - $250,000: up to 2.90% $250,001 - $500,000: up to 2.90% $500,001 - $1,000,000: up to 2.70% $1,000,001 - $2,000,000: up to 2.00% $2,000,001+: up to 1.50%

Commissions

Advisors may be registered representatives and licensed insurance agents earning commissions on securities and insurance products.

Project-based

Consulting and financial planning services may be charged on an hourly rate basis, ranges not specifically stated.

Other

Account minimum: $5,000 Fee-only: Flat fees for financial planning and consulting services; hourly fees for financial planning and consulting according to client agreement; fees negotiated with advisor.

Location

See office

Sikeston, MO Kennedy

101 Kennedy

Sikeston MO 63801

Advisors at this office

2

Most active in

Missouri

Work history

23 years of industry experience

Triple C Wealth Management LLC

2026 - Present • 1 year

Sikeston, MO

Conway and Clay, LLC

2023 - Present • 3 years

Sikeston, MO

Russet Trading Co, LLC

2018 - Present • 8 years

Sikeston, MO

Clay, Showmaker & Clay, LLP

2016 - 2023 • 7 years

Sikeston, MO

Montgomery Bank

2012 - Present • 14 years

Sikeston, MO

Cetera

2004 - Present • 22 years

Schaumburg, IL

CETERA Financial Specialists LLC

2002 - Present • 24 years

Schaumburg, IL

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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Daniel H

Series 63, Series 65

Sikeston, MO

Nwf Advisory Services Inc

Daniel Heironimus is an investment advisor with NWF Advisory Services Inc, holding Series 63 and Series 65 credentials and over 25 years of industry experience. His career includes roles at firms such as Independent Financial Group, Signator Investors, and Schumacher Financial Services. He serves on the board of directors for Christ Methodist Church in Sikeston, MO. NWF Advisory Services manages approximately $6.4 billion in client assets through a network of more than 100 advisory representatives, primarily serving individual and high-net-worth clients. The firm provides portfolio management, model portfolios, financial planning, and retirement plan consulting via a technology-driven, open-architecture platform.

Wealth management Active portfolio management
user avatar

Steven A

CFP®, Series 66

Sikeston, MO

Nwf Advisory Services Inc

Steven Addison is a CFP® professional with 20 years of experience in financial advising. He is currently with NWF Advisory Services Inc and has previously worked at Independent Financial Group, LLC, Signator Investors, Inc., SagePoint Financial, Inc., OSAIC, and The Ameriflex Group. Addison is a partner in A.M. Financial Group, a limited liability company involved in marketing and business overhead operations. NWF Advisory Services is an SEC-registered investment adviser managing approximately $6.4 billion in client assets through over 100 advisory representatives. The firm serves primarily individual and high-net-worth clients using an open-architecture, technology-driven platform to deliver portfolio management, financial planning, and retirement plan consulting services.

Wealth management Active portfolio management
user avatar

Hunter C

CFP®, Series 66

Sikeston, MO

Nwf Advisory Services Inc

Hunter Crowley is a CFP® professional with six years of industry experience, currently serving as an Investment Advisor Representative at NWF Advisory Services Inc. His prior experience includes roles at Independent Financial Group, SagePoint Financial, and Schumacher Financial Services. Outside of his advisory work, he is involved in several local nonprofit boards and community organizations, including the YMCA, Missouri Delta Medical Center Foundation, and the Kenny Rogers Children’s Center. NWF Advisory Services manages approximately $6.4 billion in client assets through a team of over 100 advisors, primarily serving individual and high-net-worth clients. The firm uses a technology-driven, open-architecture platform that combines fundamental and technical analysis to provide portfolio management, financial planning, and retirement consulting services.

Wealth management Active portfolio management
user avatar

Ryan M

Series 66

Sikeston, MO

Nwf Advisory Services Inc

Ryan Merideth is a Series 66-licensed financial advisor with 18 years of industry experience. He is currently affiliated with NWF Advisory Services Inc and has previously worked at firms including Independent Financial Group, LLC and Signator Investors, Inc. Outside of his advisory roles, Merideth serves on the boards of two local nonprofit organizations focused on community heritage and tourism in Sikeston, Missouri. NWF Advisory Services is an SEC-registered investment adviser managing approximately $6.4 billion in client assets through a network of over 100 representatives. The firm serves primarily individual and high-net-worth clients using a technology-driven, open-architecture platform that offers portfolio management, financial planning, and retirement plan consulting through various account types and third-party strategies.

Wealth management Active portfolio management

Jared S

Series 63, Series 66

Sikeston, MO

Edward Jones

Jared Straton is a financial advisor at Edward Jones with 24 years of industry experience. He has been with Edward Jones since 2004 and holds Series 63 and Series 66 securities licenses. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a national network of over 23,700 advisors.

Charitable giving & philanthropy Retirement income strategy Wealth management General estate planning guidance Retired Founder/Business Owner Executive
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Eric W

Series 63, Series 66

Sikeston, MO

Raymond James Financial

Eric Wooden is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. He has worked with Raymond James Financial since 1997 and maintains two private LLCs primarily for payroll and administrative purposes. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and employs analytical tools to support client goals, with specialized services in municipal advisory and employer SIMPLE IRA consulting.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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