George Andrew Lauck

Current Employers

Shepherd Financial Investment Advisory Llc

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

Current Registrations

Authority	Category	Status	Date
IN	RA	APPROVED	2021-06-14

IN RA
APPROVED

Since 2021-06-14

Branch Locations

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

Lincoln Investment

601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States

Current Registrations

Authority	Category	Status	Date
IN	RA	APPROVED	2020-04-05

IN RA
APPROVED

Since 2020-04-05

Branch Locations

Canton, GA • United States

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

Organization	City	State	From	To
Charter Advisory Corporation	Indianapolis	IN	02/2009	02/2020
Lpl Financial Llc	Indianapolis	IN	09/2009	02/2020
Lincoln Investment	Fort Washington	PA	03/2020	Present

02/2009 → 02/2020

Charter Advisory Corporation

Indianapolis, IN
09/2009 → 02/2020

Lpl Financial Llc

Indianapolis, IN
03/2020 → Present

Lincoln Investment

Fort Washington, PA

Previous Registrations

2013-09-13 → 2020-04-08

Lpl Financial Llc

Indianapolis, IN
2009-02-10 → 2020-04-06

Charter Advisory Corporation

Indianapolis, IN

Indianapolis, IN

Other Businesses

SHEPHERD FINANCIAL, LLC POSITION: Senior Wealth Advisor NATURE: Retirement Plan Consulting & Individual Wealth Management INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 150 START DATE: 02/27/2020 ADDRESS: 111 Congressional Boulevard, Suite 100, Carmel IN 46032, United States DESCRIPTION: Responsible for client service to individual wealth management clients. SHEPHERD FINANCIAL, LLC - INSURANCE POSITION: Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 02/27/2020 ADDRESS: 111 Congressional Blvd, Ste 100, Carmel IN 46032, United States DESCRIPTION: Sales and service of insurance products SHEPHERD FINANCIAL INVESTMENT ADVISORY, LLC POSITION: IAR NATURE: RIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 02/27/2020 ADDRESS: 111 Congressional Boulevard, Suite 100, Carmel IN 46032, United States DESCRIPTION: Act as IAR to individual wealth management clients.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1983-11-07

S63 Uniform Securities Agent State Law Examination

1983-11-07

Designations

Other Names

(Jr) George Andrew Lauck

View on SEC IAPD