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Charles Curtis Clem

Shepherd Financial Investment Advisory LLC

Carmel, IN

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Current Employers
Shepherd Financial Investment Advisory Llc

111 Congressional Blvd., Suite 100, Carmel, IN 46032 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2022-04-04
  • IN RA
    APPROVED
    Since 2022-04-04

Branch Locations

111 Congressional Blvd., Suite 100, Carmel, IN 46032 • 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 Carmel IN 01/2022 Present
Community Health Network Indianapolis IN 02/2021 12/2021
Kindred Indianapolis IN 06/2018 02/2021
University Of Indianapolis Indianapolis IN 06/2015 05/2018
  • 01/2022 → Present
    Shepherd Financial
    Carmel, IN
  • 02/2021 → 12/2021
    Community Health Network
    Indianapolis, IN
  • 06/2018 → 02/2021
    Kindred
    Indianapolis, IN
  • 06/2015 → 05/2018
    University Of Indianapolis
    Indianapolis, IN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-04-04
  • S65 Uniform Investment Adviser Law Examination
    2022-04-04

View on SEC IAPD

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Other Offices

VALIC FINANCIAL ADVISORS, INC. · CARMEL, IN
OPPENHEIMER ASSET MANAGEMENT · CARMEL, IN
ONEAMERICA SECURITIES, INC. · CARMEL, IN
LPL FINANCIAL LLC · CARMEL, IN
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Carmel, IN
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · CARMEL, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Carmel, IN
WILLIAMSON LEGACY GROUP, LLC · Carmel, IN

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