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Financial ADVSR advisor directory · SEC adviser records

Shepherd Financial Investment Advisory LLC financial advisors in Indiana

Every SEC-registered investment adviser representative at a Shepherd Financial Investment Advisory LLC office in Indiana, by city and A to Z.

The short answer

28 registered advisors work at Shepherd Financial Investment Advisory LLC in Indiana, out of 31 nationwide; it's the firm's number 1 state by advisors, and the most are in Carmel (26). 4 list the CFP designation and 16 are also registered broker representatives.

Shepherd Financial Investment Advisory LLC advisors by city in Indiana

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Carmel 26New Albany 2

Shepherd Financial Investment Advisory LLC advisors in Indiana, A to Z

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Questions

How many Shepherd Financial Investment Advisory LLC financial advisors are in Indiana?

28 investment adviser representatives are registered at Shepherd Financial Investment Advisory LLC offices in Indiana, according to the SEC's Investment Adviser Public Disclosure records, out of 31 at the firm nationwide. 4 list the CFP designation and 16 are also registered as broker representatives.

Where in Indiana does Shepherd Financial Investment Advisory LLC have the most advisors?

Carmel, with 26, then New Albany (2). Shepherd Financial Investment Advisory LLC has advisors in 2 cities in Indiana.

How do I check a Shepherd Financial Investment Advisory LLC advisor in Indiana?

Each advisor below 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. Advisors are listed at the city of the Shepherd Financial Investment Advisory LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.