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Kim Lynnette Astin

Shepherd Financial Investment Advisory LLC

Carmel, IN

Wilmington, DE

CRD 7362738

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Employer firm

Shepherd Financial Investment Advisory LLC CRD 288623

$6.18B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

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

Nearby Firms

VALIC FINANCIAL ADVISORS, INC.
OPPENHEIMER ASSET MANAGEMENT
ONEAMERICA SECURITIES, INC.

Nearby Investors

ADAM TREVOR BUNDAY
GARY MICHAEL BRIDWELL
DAKOTA A BUNDAY

Nearby Offices

VALIC FINANCIAL ADVISORS, INC. · CARMEL, IN
OPPENHEIMER ASSET MANAGEMENT · CARMEL, IN
ONEAMERICA SECURITIES, INC. · CARMEL, IN

More in Carmel, IN

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