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Financial ADVSR advisor directory · SEC adviser records

Shepherd Wealth Management financial advisors in Cincinnati, OH

Every SEC-registered investment adviser representative at a Shepherd Wealth Management office in Cincinnati, A to Z.

3 registered advisors work at Shepherd Wealth Management in Cincinnati, out of 4 at the firm nationwide; it ranks number 115 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Shepherd Wealth Management advisors in Cincinnati, A to Z

Every Shepherd Wealth Management advisor →

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

Shepherd Wealth Management advisors in other cities

Louisville, KY 1

Other firms in Cincinnati

All Cincinnati advisors →

Strategic Advisers LLC 205UBS Financial Services Inc. 203Morgan Stanley 137Merrill Lynch, Pierce, Fenner & Smith Incorporated 121Fifth Third Securities, Inc. 105Wells Fargo Clearing Services, LLC 73Touchstone Advisors Inc. 65LPL Financial LLC 60Pfs Investments Inc. 59Johnson Investment Counsel, Inc. 56Ameriprise Financial Services, LLC 49Cambridge Investment Research Advisors, Inc. 47

Questions

How many financial advisors does Shepherd Wealth Management have in Cincinnati?

3 investment adviser representatives are registered at Shepherd Wealth Management offices in Cincinnati, Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Shepherd Wealth Management one of the largest advisor employers in Cincinnati?

Shepherd Wealth Management ranks number 115 in Cincinnati by registered advisors; Strategic Advisers LLC has the most, with 205.

How do I check a Shepherd Wealth Management advisor in Cincinnati?

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 Wealth Management 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.