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Dane Christopher Young

Shepherd Financial Investment Advisory LLC

Carmel, IN

CRD 7800766

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Employer firm

Shepherd Financial Investment Advisory LLC CRD 288623

$6.18B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Shepherd Financial Investment Advisory Llc

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

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2025-07-12
  • IN RA
    APPROVED
    Since 2025-07-12

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 06/2024 Present
Shepherd Financial Carmel IN 08/2023 05/2024
Lee Supply Indianapolis IN 05/2020 08/2023
Student Greenwood IN 06/2014 05/2020
  • 06/2024 → Present
    Shepherd Financial
    Carmel, IN
  • 08/2023 → 05/2024
    Shepherd Financial
    Carmel, IN
  • 05/2020 → 08/2023
    Lee Supply
    Indianapolis, IN
  • 06/2014 → 05/2020
    Student
    Greenwood, IN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-12
  • S65 Uniform Investment Adviser Law Examination
    2025-07-12
Other Names
  • Dane Young

View on SEC IAPD

Nearby Firms

VALIC FINANCIAL ADVISORS, INC.
OPPENHEIMER ASSET MANAGEMENT
ONEAMERICA SECURITIES, INC.

Nearby Investors

ADAM TREVOR BUNDAY
GARY MICHAEL BRIDWELL
DAKOTA A BUNDAY

Nearby Offices

VALIC FINANCIAL ADVISORS, INC. · CARMEL, IN
OPPENHEIMER ASSET MANAGEMENT · CARMEL, IN
ONEAMERICA SECURITIES, INC. · CARMEL, IN

More in Carmel, IN

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