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9000 Memorial Drive, Plain City, OH 43064 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-12-26 |
Branch Locations
111 Congressional Blvd., Suite 100, Carmel, IN 46032 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-03-12 |
Branch Locations
111 Congressional Blvd., Suite 100, Carmel, IN 46032 • United States
891 S James Road, Columbus, OH 43227 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Soller Insurance Agency | Columbus | OH | 07/2016 | Present |
| Fsc Securities Corp | Atlanta | GA | 05/2017 | 10/2019 |
| Lpl Financial Llc | New Albany | OH | 10/2019 | 02/2024 |
| Lincoln Investment | Fort Washington | PA | 02/2024 | Present |
| Capital Analysts | Fort Washington | PA | 02/2024 | Present |
| Shepherd Financial Investment Advisory Llc | Columbus | OH | 02/2024 | Present |
| The Siekmann Company | Plain City | OH | 12/2025 | Present |
SHEPHERD FINANCIAL INVESTMENT ADVISORY, LLC POSITION: IAR NATURE: RIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 02/15/2024 ADDRESS: 111 Congressional Blvd, Suite 100, Carmel IN 46032, United States DESCRIPTION: Act as IARto 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: 02/15/2024 ADDRESS: 891 S James Rd, Columbus OH 43227, United States DESCRIPTION: Sales and service of insurance products SHEPHERD INSURANCE LLC DBA SOLLER INSURANCE AGENCY POSITION: President NATURE: P&C, L&H Insurance Sales & Service INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 30 START DATE: 08/01/2023 ADDRESS: 891 S James Road, Columbus OH 43227, United States DESCRIPTION: Management, sales, service SHEPHERD FINANCIAL LLC POSITION: Wealth Advisor NATURE: Retirement Plan Consulting & Individual Wealth Management INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 150 START DATE: 02/15/2024 ADDRESS: 111 Congressional Blvd, Suite 100, Carmel IN 46032, United States DESCRIPTION: Responsible for client service to retirement plan clients and individual wealth management clients.
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