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Robert Clay

Advisor at Cetera

Updated today

Location

Sikeston, MO 63801

Credentials

Series 66

Industry experience

23 years

About

Robert Clay is a financial advisor with Cetera, holding a Series 66 designation and 23 years of industry experience. His career includes roles at multiple firms, including Clay, Showmaker & Clay, LLP and Montgomery Bank, where he serves as a director on the bank board. Outside of financial advising, he is co-owner of a CPA practice and president of a wholesale jewelry and wristbands company. Cetera Investment Advisers supports a diverse client base through a large network of independent advisors, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan services. The firm combines retirement and fiduciary capabilities with a broad institutional platform, providing access to model portfolios, third-party managers, and multiple program structures.

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) Charitable giving & philanthropy

Occupation focus

Based on Cetera

Founder/Business Owner Executive Retired

Demographic focus

Based on Cetera

HENRY (High Earners, Not Rich Yet) Approaching retirement

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Fee options

Fixed

Flat fees for financial planning and consulting negotiated with client

Percentage

$0 - $250,000: Up to 2.75% $250,001 - $500,000: Up to 2.50% $500,001 - $750,000: Up to 2.00% $750,001 - $1,000,000: Up to 1.75% $1,000,001 - $2,000,000: Up to 1.50% $2,000,001 - $5,000,000: Up to 1.25% $5,000,001+: As low as 0.75% (varies by program)

Project-based

Hourly consulting and financial planning rates negotiated with client

Other

Account minimum: $5,000 Minimum fee: Minimum program fees ranging from $99 to $199 annually depending on program Fee-only: Flat or hourly fees for financial planning and consulting services, negotiated case-by-case

Location

101 Kennedy, Po Box 1025

Sikeston, MO 63801

Most active in

Missouri

Work history

Triple C Wealth Management LLC

2026 - Present (1 year)

Conway and Clay, LLC

2023 - Present (3 years)

Russet Trading Co, LLC

2018 - Present (8 years)

Clay, Showmaker & Clay, LLP

2016 - 2023 (7 years)

Montgomery Bank

2012 - Present (14 years)

Cetera

2004 - Present (22 years)

CETERA Financial Specialists LLC

2002 - Present (24 years)

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 Heironimus is an investment advisor representative at NWF Advisory Services Inc with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Transamerica Financial Advisors, Independent Financial Group, and The Ameriflex Group. He serves on the board of directors for Christ Methodist Church in Sikeston, MO. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering retirement plan consulting, trust and estate services, and both wrap and non-wrap account programs. The firm operates an open-architecture Wealth Management Platform featuring advisor-managed and third-party model portfolios, emphasizing strategic long-term investing alongside tactical strategies.

Wealth management Active portfolio management
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Steven A

CFP®, Series 66

Sikeston, MO

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Steven Addison is a CFP® with 20 years of industry experience, currently serving as an Investment Advisor Representative and branch manager at NWF Advisory Services Inc. He has worked at firms including Transamerica Financial Advisors, Inc., Signator Investors, Inc., and Independent Financial Group, LLC. Outside of his advisory role, he is a partner in A.M. Financial Group, a limited liability company involved in marketing and business operations. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering a range of wrap and non-wrap account programs through an open-architecture Wealth Management Platform that integrates third-party model portfolios and strategic long-term investing approaches.

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Hunter C

CFP®, Series 66

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Hunter Crowley is a CFP® with five years of industry experience, currently serving as an Investment Advisor Representative at NWF Advisory Services Inc. He has held roles at firms including Independent Financial Group, SagePoint Financial, and Schumacher Financial Services. Outside of his advisory work, Crowley is active in community organizations, serving on several nonprofit boards such as the YMCA, Missouri Delta Medical Center Foundation, and Kenny Rogers Children's Center. NWF Advisory Services Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering both wrap and non-wrap account programs. The firm operates an open-architecture wealth management platform that combines advisor-managed and third-party model portfolios, emphasizing strategic long-term investing alongside tactical strategies.

Wealth management Active portfolio management
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Ryan M

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Sikeston, MO

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Ryan Merideth is a financial advisor with NWF Advisory Services Inc. and holds a Series 66 designation. He has 18 years of industry experience, including prior roles at Transamerica Financial Advisors, Independent Financial Group, and SagePoint Financial. Outside of his advisory work, Merideth serves on the boards of directors for the Sikeston Rodeo Museum and the Sikeston Convention and Visitors Bureau, both nonprofit organizations focused on community development and tourism. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering retirement plan consulting and trust and estate services. The firm manages approximately $3.82 billion in assets and operates an open-architecture Wealth Management Platform that emphasizes strategic long-term investing with access to various third-party models and solutions.

Wealth management Active portfolio management

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Sikeston, MO

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

Series 63, Series 66

Sikeston, MO

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Eric Wooden is a financial advisor with Raymond James Financial in Sikeston, MO, holding Series 63 and Series 66 licenses and 28 years of industry experience. He has been with Raymond James Financial Services, Inc. since 1997 and has operated his own entities, Eric Wooden LLC and WKW LLC, primarily for payroll purposes. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, pension plans, charitable organizations, corporations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing a range of implementation options and supported by an extensive affiliate network.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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