Unclaimed Profile

Stacey Lynn Walter

CCM NEW OPPORTUNITIES, LLC·MERRIAM, Kansas

Series 50, Series 54, Series 65Clean record5 years registeredCCM NEW OPPORTUNITIES, LLC

6700 ANTIOCH, MERRIAM, KS 66204CRD# 7089337Firm CRD# 301887

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Stacey Lynn Walter · MERRIAM, KS

Registration

CRD #7089337 · CCM NEW OPPORTUNITIES, LLC · 5 years registered

Brand Profile

Not yet started

Career History

CCM NEW OPPORTUNITIES, LLC

Nov 2020 – present

COLUMBIA CAPITAL MANAGEMENT, LLC

Nov 2020 – present

Registrations & Exams

FINRA examinations passed

Series 50

Series 54

Series 65

Registration record

First registered · November 2, 2020

Years registered · 5

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CCM NEW OPPORTUNITIES, LLC

CRD 301887 · SEC 801-115271

AUM

$1M

Regulatory assets under management

Employees

2 client accounts

Services offered by CCM NEW OPPORTUNITIES, LLC

Per Form ADV

Pension consulting

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at CCM NEW OPPORTUNITIES, LLC →

Introduction

Speak with Stacey

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Stacey is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in MERRIAM?

Browse all registered financial advisors in MERRIAM, Kansas or claim this profile if it's yours.

Browse MERRIAM Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Stacey Lynn Walter offer?

Stacey Lynn Walter specializes in Retirement Planning. Contact their office in MERRIAM, Kansas for a consultation.

What are Stacey Lynn Walter's credentials?

Stacey Lynn Walter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Stacey Lynn Walter located?

Stacey Lynn Walter is based in MERRIAM, Kansas, working with CCM NEW OPPORTUNITIES, LLC. Their office serves clients in the MERRIAM metropolitan area and surrounding communities.

How does Stacey Lynn Walter charge for services?

Stacey Lynn Walter's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CCM NEW OPPORTUNITIES, LLC?

CCM NEW OPPORTUNITIES, LLC has approximately 3 employees and manages $1M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →