Shepherd Financial
Finance · Indiana, United States · 11-50 Employees
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Overview
Headquarters
111 Congressional Blvd Ste 100, Carmel, ...Phone Number
(317) 975-5033Website
www.shepherdfin.comRevenue
<$5 MillionIndustry
About Shepherd Financial
Advisory services offered through Shepherd Financial Investment Advisory, LLC, Lincoln Investment Planning, LLC, or Capital Analysts, LLC, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker/Dealer, Member FINRA / SIPC . www.lincolninvestment.com Shepherd Financial, LLC and Shepherd Financial Investment Advisory, LLC are independent of and not affiliated with Capital Analysts or Lincoln Investment. This site has been prepared solely for information purposes and is not intended to be a solicitation, offer, or sale of securities products or investment advisory services to anyone who resides outside of the United States. Lincoln Investment and Capital Analysts are registered as investment advisers with the U.S. Securities and Exchange Commission and Lincoln Investment is registered as a broker/dealer in all 50 states. Lincoln Investment, Capital Analysts, and its Financial Representatives may only transact business in a particular state if first registereRead more
SIC Code 62,628NAICS Code 52,523Show moreShepherd Financial Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Shepherd Financial
<$5M
11-50
Private
-
2009
LS
Leah SylvesterExecutive Partner & President, Retirement Plans
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Advisory services offered through Shepherd Financial Investment Advisory, LLC, Lincoln Investment Planning, LLC, or Capital Analysts, LLC, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker/Dealer, Member FINRA / SIPC . www.lincolninvestment.com Shepherd Financial, LLC and Shepherd Financial Investment Advisory, L... Read More