Best Investors Account Sign in
Inactive

Tyler Joseph Gilden

Shepherd Financial Investment Advisory LLC

Carmel, IN

Wilmington, DE

CRD 8003764

Claim This Profile
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 2026-02-17
  • DE RA
    APPROVED
    Since 2026-02-17

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
Shepherd Financial Wilmington DE 09/2024 Present
Bcm Wealth Management Wilmington DE 02/2021 09/2024
Pcs Retirement Philadelphia PA 09/2020 02/2021
Coastal Carolina University Conway SC 08/2016 08/2020
  • 09/2024 → Present
    Shepherd Financial
    Wilmington, DE
  • 02/2021 → 09/2024
    Bcm Wealth Management
    Wilmington, DE
  • 09/2020 → 02/2021
    Pcs Retirement
    Philadelphia, PA
  • 08/2016 → 08/2020
    Coastal Carolina University
    Conway, SC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-09-26
  • S65 Uniform Investment Adviser Law Examination
    2025-09-26

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

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor