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Stacey Lynn Walter

CCM NEW OPPORTUNITIES, LLC·MERRIAM, Kansas
Clean recordCCM 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Stacey Lynn Walter is a registered financial advisor based in MERRIAM, Kansas, affiliated with CCM NEW OPPORTUNITIES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
CCM NEW OPPORTUNITIES, LLC
CCM NEW OPPORTUNITIES, LLC
AUM
$1M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at CCM NEW OPPORTUNITIES, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 7089337
Firm CRD# 301887
View on FINRA BrokerCheck →

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05

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.
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Other Advisors at CCM NEW OPPORTUNITIES, LLC

Jeff Thomas White
MERRIAM, KS

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