William Edward Shepard

Current Employers

Employment History

• 04/2004 → Present
  Nations Financial Group, Inc.
  Cedar Rapids, IA

Previous Registrations

• 2002-05-21 → 2004-04-19
  Wells Fargo Investments, Llc
  Cedar Rapids, IA

Other Businesses

PLATINUM ADVISORY GROUP. 373 COLLINS RD. NE, SUITE 214. CEDAR RAPIDS, IA 52402. IS INVESTMENT RELATED. NATURE OF BUSINESS IS INSURANCE SALES. POSITION IS AGENT. STARTED 4/14/04. SPEND MINIMAL TIME ON THIS BUSINESS. OCCASIONALLY RECEIVE COMMISSION ON INSURANCE RELATED ACTIVITIES FROM 3RD PARTIES // SHEP-AIR. 3939 GREYSTONE DR. CEDAR RAPIDS, IA 52411. NOT INVESTMENT RELATED. NATURE OF BUSINESS IS FLYING SERVICE. POSITION IS PILOT. STARTED 9/25/07. APPROX 1 HR/MONTH ON THIS BUSINESS. OWN AND OPERATE AIRPLANE. EXPECT LESS THAN 5 CUSTOMERS/YEAR// New Leader Manufacturing. 1330 76TH AVE SW CEDAR RAPIDS, IA 52504. NOT INVESTMENT RELATED. NATURE OF BUSINESS IS MANUFACTURER OF MUNICIPAL/AGRICULTURAL SPREADERS. POSITION IS BOARD OF DIRECTORS MEMBER. STARTED 3/16/18. APPROX 5 HRS/MONTH ON BUSINESS, NONE DURING SECURITY TRADING HRS. DUTIES ARE TO ATTEND AND PARTICIPATE IN BOARD MEETINGS. /// SHEPARD FINANCIAL SERVICES, INC. 3939 GREYSTONE DR. CEDAR RAPIDS, IA 52411. IS INVESTMENT RELATED. NATURE OF BUSINESS IS INVESTMENT SALES THROUGH NATIONS FINANCIAL GROUP. POSITION IS PRESIDENT. STARTED 3/15/2004. APPROX 160 HRS/MONTH SPENT ON BUSINESS WITH 140 DURING SECURITY TRADING HRS. DUTIES ARE INVESTMENT SALES AND SERVICE. // MMSW HOLDINGS, INC. 427 1ST ST. SE, SUITE 100 CEDAR RAPIDS, IA 52401. NOT INVESTMENT RELATED. NATURE OF BUSINESS IS AIRPLANE FRACTIONAL OWNERSHIP AND AIRPLANE LEASING. POSITOIN IS OWNER. START DATE 7/20/22. APPROX 1 HOUR/MONTH SPENT ON BUSINESS , NONE DURING SECUROTY TRADING HOURS. DUTIES ARE MANAGING MAINTENANCE AND LEASING OF AN AIRCRAFT SHEPJET LLC. 3939 GREYSTONE DR. CEDAR RAPIDS, IA 52411. NOT INVESTMENT RELATED. NATURE OF BUSINESS IS AIR TRANSPORTATION. POSITION IS MANAGING MEMBER. STARTED 10/17/25. APPROX 5HR/MONTH, 1HR DURING TRADING HOURS. DUTIES ARE TO MOVE MONEY FOR PURCHASES & ADDITIONAL CAPITAL CALLS.

Exams

• S66 Uniform Combined State Law Examination
  2002-03-19
• S63 Uniform Securities Agent State Law Examination
  1985-09-25

Other Names

• Bill Shepard
• William Shepard