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Daniel Edward Shepard

Oak Road Wealth Management

Lee'S Summit, MO

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Current Employers
Oak Road Wealth Management

Lee'S Summit, MO • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2026-03-04
AZ RA APPROVED 2025-08-20
MO RA APPROVED 2016-09-21
  • KS RA
    APPROVED
    Since 2026-03-04
  • AZ RA
    APPROVED
    Since 2025-08-20
  • MO RA
    APPROVED
    Since 2016-09-21

Branch Locations

Lee'S Summit, MO • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Oak Road Wealth Management Lee's Summit MO 08/2016 Present
Previous Registrations
Other Businesses

1)DBAs: Daniel Shepard uses the DBAs Oak Road Wealth Management and Oak Road Wealth for his activities with Shepard Wealth Management.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-09-07
S66 Uniform Combined State Law Examination 2003-05-01
  • S65 Uniform Investment Adviser Law Examination
    2015-09-07
  • S66 Uniform Combined State Law Examination
    2003-05-01
Other Names
  • Daniel Shepard
  • Daniel Edward Shepard
  • Dan Shepard
  • Daniel E Shepard

View on SEC IAPD

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