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Wayne Turner House

Clearstead; Hartland & CO., Llc; Clearstead Advisory Solutions

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About Wayne Turner House

Wayne Turner House is a financial advisor who has been in the industry since 2011. Wayne is currently registered as an Investment Advisor Representative in North Carolina for Clearstead Advisory Solutions. Prior to joining Clearstead Advisory Solutions, Wayne was with Northwestern Mutual Investment Services, LLC and Hatteras Capital. Wayne is also a Finance Committee Member of the First Presbyterian Church in Durham, North Carolina. Wayne has a broad range of specializations and advisory services, including financial planning, investment research, trust administration, and portfolio management for individuals and businesses.

Firm Information

Wayne House is currently registered with Clearstead; Hartland & CO., Llc; Clearstead Advisory Solutions. Clearstead; Hartland & CO., Llc; Clearstead Advisory Solutions is an investment advisory firm headquartered in Cleveland, Ohio. The firm provides investment consulting services for 401(k), foundation, and healthcare clients, as well as investment research, due diligence, and trust administration. They offer financial planning, pension consulting, and portfolio management services for individuals, businesses, and pooled investment vehicles. Clearstead; Hartland & CO., Llc; Clearstead Advisory Solutions is registered with the SEC and has approximately $22.4 billion in assets under management. They have a total of 11,645 accounts, including 10,157 discretionary accounts.

$22.37B

Assets Under Management

116

Total Clients

31

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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investment consulting for 401(k), foundation & healthcare clients; investment research and due diligence; trust administration

Investment consulting for 401(k), foundation & healthcare clients; investment research and due diligence; trust administration

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

A percentage of assets under advisement or flat fee

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Wayne House’s Registration & Firm History

OH

05/02/2024 - Present

Clearstead; Hartland & CO., Llc; Clearstead Advisory Solutions (CLEVELAND OH)

NC

04/20/2017 - 02/27/2018

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (DURHAM NC)

NC

12/03/2013 - 11/02/2016

HATTERAS CAPITAL (RALEIGH NC)

NC

08/31/2011 - 10/29/2013

CAROLINA CAPITAL MARKETS, INC. (CHAPEL HILL NC)

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Licenses & Designations

IA

Issued 04/04/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/08/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/27/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/30/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Wayne Turner House.
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