Financial ADVSR advisor directory · SEC adviser records
Shepherd Financial financial advisors in Carmel, IN
Every SEC-registered investment adviser representative at a Shepherd Financial office in Carmel, A to Z.
The short answer
29 registered advisors work at Shepherd Financial in Carmel, out of 35 at the firm nationwide; it ranks number 6 in the city by advisors. 4 list the CFP designation and 17 are also registered broker representatives.
Shepherd Financial advisors in Carmel, A to Z
Every Shepherd Financial advisor →- Kevin M. AlerdingInvestment adviser rep
- Kim L. AstinInvestment adviser rep
- David A. BauerAlso a broker rep
- Charles W. CastinoCertified Financial Planner
- Charles C. ClemInvestment adviser rep
- Andrew C. DennyAlso a broker rep
- Donna J. DickinsonInvestment adviser rep
- Brian E. FeuerAlso a broker rep
- Grady J. GaynorInvestment adviser rep
- Tyler J. GildenInvestment adviser rep
- Erin K. GoodrichCertified Financial Planner · Also a broker rep
- David K. JacocksAlso a broker rep
- Stephen C. KroutCertified Financial Planner · Also a broker rep
- George A. Lauck Jr.Certified Financial Planner · Also a broker rep
- Thomas L. MayerAlso a broker rep
- Daniel R. MeierAlso a broker rep
- Joe D. MillerAlso a broker rep
- Jeffrey A. SharpAlso a broker rep
- John L. SimmonsAlso a broker rep
- Lucas C. SmithInvestment adviser rep
- Dennis R. StancovenInvestment adviser rep
- Alex J. SylvesterAlso a broker rep
- Leah M. SylvesterInvestment adviser rep
- Brittany A. VollmarAlso a broker rep
- Taylor R. WedmoreInvestment adviser rep
- Bradley R. WellsAlso a broker rep
- Nicholas E. WylamAlso a broker rep
- Steven M. WylamAlso a broker rep
- Dane YoungInvestment adviser rep
Shepherd Financial advisors in every city and state →Shepherd Financial: assets, clients and custodians →Advisor Moves: who changed firms this week →
Shepherd Financial advisors in other cities
New Albany, IN 2Wilmington, DE 2Louisville, KY 1Sarasota, FL 1
Other firms in Carmel
All Carmel advisors →Valeo Financial Advisors, LLC 98Capital Client Group, Inc. 75Raymond James & Associates, Inc. 42Oxford Financial Group, Ltd. 38Archer Investment Corporation 33LPL Financial LLC 28Valic Financial Advisors, Inc. 27Goelzer Investment Management 23Charles Schwab & Co., Inc. 22Edward Jones 16Equitable Advisors, LLC 15PNC Wealth Management LLC 15
Questions
How many financial advisors does Shepherd Financial have in Carmel?
29 investment adviser representatives are registered at Shepherd Financial offices in Carmel, Indiana, according to the SEC's Investment Adviser Public Disclosure records, out of 35 nationwide. 4 list the CFP designation and 17 are also registered as broker representatives.
Is Shepherd Financial one of the largest advisor employers in Carmel?
Shepherd Financial ranks number 6 in Carmel by registered advisors; Valeo Financial Advisors, LLC has the most, with 98.
How do I check a Shepherd Financial advisor in Carmel?
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. Weighing a move? Compare payouts by firm or value a recruiting offer.