Seth Caleb Shepherd

Employer firm

Pillar Wealth LLC CRD 323139

$8.23M regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2018 → 03/2024
  Charles Schwab & Co., Inc.
  Indianapolis, IN
• 06/2015 → 05/2018
  Jpmorgan Chase & Co.
  Greenwood, IN
• 08/2015 → 05/2018
  Law Office Of Bryan Davenport
  Franklin, IN
• 12/2019 → 03/2024
  Charles Schwab Bank, Ssb
  Indianapolis, IN
• 04/2024 → Present
  Pillar Wealth, Llc
  Franklin, IN

Previous Registrations

• 2019-11-21 → 2024-04-01
  Charles Schwab & Co., Inc.
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN

Other Businesses

Insurance Licensed Life and Health

Exams

• S66 Uniform Combined State Law Examination
  2019-11-21
• S63 Uniform Securities Agent State Law Examination
  2018-11-05

Other Names

• Seth C Shepherd