Wayne Turner House
Investment adviser representative at Clearstead; Clearstead Advisory Solutions
10 yearsExperience
1 stateRegistered in
$33.9BFirm assets
37 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Clearstead; Clearstead Advisory SolutionsMay 2024 to now
- Clearstead Advisory SolutionsApr 2024 to now
- Wilbanks Smith & Thomas Asset Management, LLCFeb 2018 to Apr 2024
- Northwestern Mutual Wealth Management CompanyAug 2017 to Feb 2018
- Northwestern Mutual Investment Services LLCApr 2017 to Feb 2018
- Northwestern Mutual Life Insurance CompanyApr 2017 to Feb 2018
- UnemployedNov 2016 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (NC).
Clearstead; Clearstead Advisory Solutions
Legal name: Clearstead Advisors, LLC
$33.9BAssets managed
4,819Clients
64Advisers
37 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5948921
- Firm CRD
- 105674