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Financial ADVSR advisor directory · SEC adviser records

Shepherd Financial financial advisors in Indiana

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

The short answer

31 registered advisors work at Shepherd Financial in Indiana, out of 35 nationwide; it's the firm's number 1 state by advisors, and the most are in Carmel (29). 5 list the CFP designation and 19 are also registered broker representatives.

Shepherd Financial advisors by city in Indiana

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Carmel 29New Albany 2

Shepherd Financial advisors in Indiana, A to Z

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Shepherd Financial advisors in every state →Shepherd Financial: assets, clients and custodians →Advisor Moves: who changed firms this week →

Questions

How many Shepherd Financial financial advisors are in Indiana?

31 investment adviser representatives are registered at Shepherd Financial offices in Indiana, according to the SEC's Investment Adviser Public Disclosure records, out of 35 at the firm nationwide. 5 list the CFP designation and 19 are also registered as broker representatives.

Where in Indiana does Shepherd Financial have the most advisors?

Carmel, with 29, then New Albany (2). Shepherd Financial has advisors in 2 cities in Indiana.

How do I check a Shepherd Financial 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 office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.