Cecilia Christina Shepherd

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

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

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

Current Employers

Employment History

• 11/2018 → 12/2025
  Navigation Wealth Management, Inc.
  Fort Collins, CO
• 06/2018 → 12/2025
  Navigation Financial Services, Inc.
  Fort Collins, CO
• 07/2017 → 10/2018
  Self-Employed
  Greeley, CO
• 06/2016 → 06/2017
  Power Core 360
  Fort Collins, CO
• 12/2025 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2018-11-13 → 2026-03-06
  Navigation Wealth Management
  Fort Collins, CO
  Fort Collins, CO

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-10-25