Adviser and broker representative · Shepherd Financial Investment Advisory LLC
Daniel R. Meier
CRD 4173343 · Carmel, IN
At a glance
Daniel R. Meier is an investment adviser representative with Shepherd Financial Investment Advisory LLC in Carmel, IN, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Daniel’s SEC record dates to 2016, about 10 years ago. Daniel is also registered as a broker representative.
Current advisory firm
- Shepherd Financial Investment Advisory LLCSince March 2024Carmel, IN · $6.2B in regulatory assets
SEC adviser record
- Registered since
- 2016 (10 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Daniel’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 7 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.