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Kaylie Gabrielle Shepard

Commonwealth Financial Network

Ann Arbor, MI

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Current Employers
Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2024-12-10
  • MI RA
    APPROVED
    Since 2024-12-10

Branch Locations

214 North Fourth Avenue 2Nd Floor, Ann Arbor, MI 48104 • 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
Bankers Life Ann Arbor MI 08/2023 12/2023
Elder Ridge Manor Stockbridge MI 05/2016 08/2023
Affinity Wealth Solutions Ann Arbor MI 12/2023 09/2024
Stockbridge Community Schools Stockbridge MI 08/2014 05/2020
Northwood Universtiy Midland MI 08/2020 05/2023
Commonwealth Financial Network Waltham MA 09/2024 08/2026
Affinity Wealth Solutions Ann Arbor MI 09/2024 08/2026
Commonwealth Financial Network Waltham MA 08/2026 Present
Affinity Wealth Solutions Ann Arbor MI 08/2026 Present
  • 08/2023 → 12/2023
    Bankers Life
    Ann Arbor, MI
  • 05/2016 → 08/2023
    Elder Ridge Manor
    Stockbridge, MI
  • 12/2023 → 09/2024
    Affinity Wealth Solutions
    Ann Arbor, MI
  • 08/2014 → 05/2020
    Stockbridge Community Schools
    Stockbridge, MI
  • 08/2020 → 05/2023
    Northwood Universtiy
    Midland, MI
  • 09/2024 → 08/2026
    Commonwealth Financial Network
    Waltham, MA
  • 09/2024 → 08/2026
    Affinity Wealth Solutions
    Ann Arbor, MI
  • 08/2026 → Present
    Commonwealth Financial Network
    Waltham, MA
  • 08/2026 → Present
    Affinity Wealth Solutions
    Ann Arbor, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-12-09
  • S66 Uniform Combined State Law Examination
    2024-12-09

View on SEC IAPD

Other Firms

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LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
FIRST HEARTLAND CONSULTANTS, INC.
OSAIC ADVISORY SERVICES, LLC
GREYDOG FINANCIAL
EDWARD JONES
J.P. MORGAN SECURITIES LLC

Other Investors

WILLIAM ROBERT ELGER
JOHN ALEXANDER MCCLELLAN
JEFFREY STEPHEN SELF
DOUGLAS ALAN VANDERSTELT
MARCUS MAYURKANT TRIVEDI
JENNIFER A. WATSON
SCOTT ARTHUR HAYDEN
DENNIS JOHN CUNNINGHAM

Other Offices

SPC · ANN ARBOR, MI
SPC · Ann Arbor, MI
LPL FINANCIAL LLC · ANN ARBOR, MI
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · ANN ARBOR, MI
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · ANN ARBOR, MI
FIRST HEARTLAND CONSULTANTS, INC. · ANN ARBOR, MI
LPL FINANCIAL LLC · ANN ARBOR, MI
OSAIC ADVISORY SERVICES, LLC · Ann Arbor, MI

More in Ann Arbor, MI

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