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Financial ADVSR advisor directory · SEC adviser records

Shepherd Financial financial advisors

Every SEC-registered investment adviser representative at Shepherd Financial, by the state and city of the office they work from.

The short answer

35 registered advisors work at Shepherd Financial, in 4 states and 5 cities; the most are in Carmel, IN (29). 5 list the CFP designation and 19 are also registered broker representatives.

Search every Shepherd Financial advisor by name →Who joined and left Shepherd Financial →Shepherd Financial: assets, clients and custodians →

Cities with the most Shepherd Financial advisors

Carmel, IN 29New Albany, IN 2Wilmington, DE 2Louisville, KY 1Sarasota, FL 1

Shepherd Financial advisors by state

Shepherd Financial in Indiana 31

Carmel 29New Albany 2

Shepherd Financial in Delaware 2

Wilmington 2

Shepherd Financial in Florida 1

Sarasota 1

Shepherd Financial in Kentucky 1

Louisville 1

Questions

How many financial advisors does Shepherd Financial have?

35 investment adviser representatives are registered with Shepherd Financial, according to the SEC's Investment Adviser Public Disclosure records, in 4 states and 5 cities. 5 list the CFP designation and 19 are also registered as broker representatives.

Where does Shepherd Financial have the most advisors?

Carmel, IN, with 29 registered advisors, then New Albany, IN (2). By state, Indiana has the most, with 31.

How do I find a Shepherd Financial financial advisor near me?

Pick your state below, then your city, to see every Shepherd Financial advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Shepherd Financial offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →