Shepherd Financial Investment Advisory LLC
Legal Name: SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC
Full Contact Details
Shepherd Financial Investment Advisory LLC
111 CONGRESSIONAL BLVD.,, SUITE 100, CARMEL, IN
317-975-5033
Other Info
Shepherd Financial Investment Advisory LLC is an Indiana-based Limited Liability Company, with 6 employees who serve as advisors. Although the number of clients served is unknown, the firm's SEC status is reported as approved with a registration date of November 14, 2017.
Shepherd Financial
Who We Are Our StoryOur TeamOur ProcessAwards & RecognitionCorporate Social Responsibility What We Do Retirement Plan Consulting Employee EngagementFiduciary SupportInvestments Wealth Management Services Financial PlanningWealth Management Business Planning Succession PlanningKey Person Protection I…
Direct Owners
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SHEPHERD FINANCIAL HOLDINGS LLC
MEMBER owns 75% or more
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STEVEN MICHAEL WYLAM
ELECTED MANAGER AND CHIEF COMPLIANCE OFFICER owns less than 5%