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Kim Lynnette Astin

Shepherd Financial Investment Advisory LLC

Carmel, IN

Wilmington, DE

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Current Employers
Shepherd Financial Investment Advisory Llc

111 Congressional Blvd., Suite 100, Carmel, IN 46032 • United States

Current Registrations

AuthorityCategoryStatusDate
DE RA APPROVED 2024-09-20
  • DE RA
    APPROVED
    Since 2024-09-20

Branch Locations

111 Congressional Blvd., Suite 100, Carmel, IN 46032 • United States

5807 Kennett Pike, Wilmington, DE 19807 • 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
Bcm Wealth Management Wilmington DE 04/2021 Present
Bcm Wealth Management Wilmington DE 01/2020 Present
None Chadds Ford PA 01/2011 12/2019
Shepherd Financial Llc Carmel IN 09/2024 Present
Shepherd Financial Investment Advisory Llc Wilmington DE 09/2024 Present
  • 04/2021 → Present
    Bcm Wealth Management
    Wilmington, DE
  • 01/2020 → Present
    Bcm Wealth Management
    Wilmington, DE
  • 01/2011 → 12/2019
    None
    Chadds Ford, PA
  • 09/2024 → Present
    Shepherd Financial Llc
    Carmel, IN
  • 09/2024 → Present
    Shepherd Financial Investment Advisory Llc
    Wilmington, DE
Previous Registrations
  • 2021-06-03 → 2025-10-21
    Bcm Wealth Management
    Wilmington, DE
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-06-03
  • S65 Uniform Investment Adviser Law Examination
    2021-06-03
Other Names
  • Kim Lynnette Nale
  • Kim L Astin

View on SEC IAPD

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Other Investors

ADAM TREVOR BUNDAY
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DAKOTA A BUNDAY
CHRISTOPHER JOHN ROUTT
DAVID STEWART LANE WEIR
CATHERINE HARSTICK
BRYAN DAVID KLEMM
TODD ALAN BIEBERICH

Other Offices

VALIC FINANCIAL ADVISORS, INC. · CARMEL, IN
OPPENHEIMER ASSET MANAGEMENT · CARMEL, IN
ONEAMERICA SECURITIES, INC. · CARMEL, IN
LPL FINANCIAL LLC · CARMEL, IN
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Carmel, IN
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · CARMEL, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Carmel, IN
WILLIAMSON LEGACY GROUP, LLC · Carmel, IN

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