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Steven Frederick Shepich

Laffer Tengler Investments, Inc.

Royal Oak, MI

CRD 2073554

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Employer firm

Laffer Tengler Investments, Inc. CRD 108068

$800M regulatory AUM 5 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • MODELS

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

Current Employers
Laffer Tengler Investments, Inc.

1005 17Th Ave S Suite 900, Nashville, TN 37212 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2020-05-19
  • MI RA
    APPROVED
    Since 2020-05-19

Branch Locations

Royal Oak, MI • 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
Laffer Tengler Investments, Inc. Nashville TN 10/2011 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-11-06
S63 Uniform Securities Agent State Law Examination 1995-05-05
  • S65 Uniform Investment Adviser Law Examination
    2002-11-06
  • S63 Uniform Securities Agent State Law Examination
    1995-05-05
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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