Best Investors
Account
Sign in
Best Investors
Account
Sign in
111 Congressional Blvd., Suite 100, Carmel, IN 46032 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-01-30 |
| IN | RA | APPROVED | 2020-02-06 |
Branch Locations
111 Congressional Blvd., Suite 100, Carmel, IN 46032 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2020-02-13 |
Branch Locations
111 Congressional Blvd. Suite 100, Carmel, IN 46032 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2020-02-13 |
Branch Locations
111 Congressional Blvd Suite 100, Carmel, IN 46032 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Neace Lukens | Indianapolis | IN | 04/2012 | 09/2016 |
| Lpl Financial Llc | Indianapolis | IN | 03/2012 | 11/2019 |
| Lincoln Investment Planning | Fort Washington | PA | 11/2019 | Present |
MARIAN UNIVERSITY ALUMNI ASSOCIATION POSITION: President NATURE: higher education alumni association INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2016 ADDRESS: 3200 Cold Spring Rd, Indianapolis IN 46222, United States DESCRIPTION: I am the President of my university's alumni association. Our mission is to engage alum like myself to stay involved with the college. SHEPHERD FINANCIAL INVESTMENT ADVISORY POSITION: IAR NATURE: Independent Registered Investment Advisor INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2020 ADDRESS: 111 Congressional Blvd., Ste 100, Carmel IN 46032, United States DESCRIPTION: Act as IAR for retirement plan clients and individual wealth management clients SHEPHERD FINANCIAL LLC - INSURANCE POSITION: Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2020 ADDRESS: 111 Congressional Blvd., Ste 100, Carmel IN 46032, United States DESCRIPTION: Sales and service of insurance products SHEPHERD FINANCIAL, LLC POSITION: Founding Parter, Executive Partner, President - Wealth Management NATURE: Retirement Plan Consulting and Individual Wealth Management INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 150 START DATE: 01/01/2020 ADDRESS: 111 Congressional Boulevard, Suite 100, Carmel IN 46032, United States DESCRIPTION: Responsible for day-to-day operations,new business development, and client serviceto retirement plan and individual wealthmanagement clients. SHEPHERD FINANCIAL HOLDINGS, LLC POSITION: Member NATURE: Holding Company for Shepherd Financial LLC and Shepherd Financial Investment Advisory INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2020 ADDRESS: 111 Congressional Boulevard, Suite 100, Carmel IN 46032, United States DESCRIPTION: Involved in the day-to -day operations and decision making processes for Shephered Financial and Shepherd Financial Investment Advisory
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-01-25 |
| S63 | Uniform Securities Agent State Law Examination | 2012-11-19 |
Reach out to this advisor