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Current Employers
Shepherd Financial Investment Advisory Llc

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2023-08-01
  • OH RA
    APPROVED
    Since 2023-08-01

Branch Locations

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

891 South James Road, Columbus, OH 43227 • United States

Lincoln Investment

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2023-01-13
  • OH RA
    APPROVED
    Since 2023-01-13

Branch Locations

Canton, GA • United States

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

891 S. James Road, Columbus, OH 43227 • United States

Capital Analysts

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2023-01-13
  • OH RA
    APPROVED
    Since 2023-01-13

Branch Locations

891 S. James Road, Columbus, OH 43227 • 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
Feuer Insurance Group Columbus OH 06/1990 12/2022
Wrp Investments, Inc. Youngstown OH 02/1995 12/2022
Sterne Agee Financial Services, Inc. Gahanna OH 09/2014 12/2022
Sterne Agee Investment Advisor Services, Inc. Birmingham AL 01/2015 12/2022
Lincoln Investment Fort Washington PA 01/2023 Present
Capital Analysts Fort Washington PA 01/2023 Present
  • 06/1990 → 12/2022
    Feuer Insurance Group
    Columbus, OH
  • 02/1995 → 12/2022
    Wrp Investments, Inc.
    Youngstown, OH
  • 09/2014 → 12/2022
    Sterne Agee Financial Services, Inc.
    Gahanna, OH
  • 01/2015 → 12/2022
    Sterne Agee Investment Advisor Services, Inc.
    Birmingham, AL
  • 01/2023 → Present
    Fort Washington, PA
  • 01/2023 → Present
    Fort Washington, PA
Previous Registrations
  • 2015-01-30 → 2022-12-31
    Gahanna, OH
    Birmingham, AL
  • 2001-01-09 → 2015-01-30
    Wrp Investments, Inc.
    Youngstown, OH
    Gahanna, OH
    Youngstown, OH
Other Businesses

BRIAN FEUER - RENTAL POSITION: Owner NATURE: Real Estate - Rental Property INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2020 ADDRESS: 1620 E. Broad Street, 903, Columbus OH 43203, United States DESCRIPTION: Collect rent SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC POSITION: IAR NATURE: RIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/03/2023 ADDRESS: 111 Congressional Blvd, Suite 100, Carmel IN 46032, United States DESCRIPTION: Act as IAR to retirement plan clients and 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: 01/03/2023 ADDRESS: 891 S James Rd, Columbus OH 43227, United States DESCRIPTION: Sales and service of insurance products 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: 01/03/2023 ADDRESS: 891 S James Rd, Columbus OH 43227, United States DESCRIPTION: Responsible for client service to retirement plan clients and individual wealth management clients. BRIAN FEUER - STAGE HAND/CONCERT ROADIE POSITION: Stage Hand/Concert Roadie NATURE: Entertainment - Stage Hand/Concert Roadie INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 05/08/2018 ADDRESS: 1620 E. Broad Street, Unit 903, Columbus OH 43203, United States DESCRIPTION: Lay feeder cables, build video towers and walls, set up stages, etc. EQOD LLC POSITION: Managing Member NATURE: Outsourcing digitization work done in Manila Philippines INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/20/2024 ADDRESS: 34522 N Scottsdale Rd, Suite D-7146, SCOTTSDALE AZ 85266, United States DESCRIPTION: All I do is enter consulting income under my wife's name QuickBookswhen the revenue is received in QuickBooks

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