Sheppard Wealth Management LLC
Legal Name: SHEPPARD WEALTH MANAGEMENT, LLC
Full Contact Details
Sheppard Wealth Management LLC
360 SW BOND ST., SUITE 510, BEND, OR
541-604-8603
Other Info
Sheppard Wealth Management LLC, a registered OR Limited Liability Company, has been approved by the US Securities and Exchange Commission since February 21, 2017. With a staff of five, including three advisors, the firm's client base and size are not currently known.
SHEPPARD WEALTH
Sheppard Wealth is now the Pacific Northwest location of The Bahnsen Group, a national wealth management firm with $3.85 billion in assets under management Press releaseWhy we merged
Direct Owners
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JOHN SHEPPARD SWANSON
MANAGING MEMBER, CHIEF COMPLIANCE OFFICER owns 75% or more
Prime Brokers
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INTERACTIVE BROKERS LLC
United States