Shepherd Financial INV Advisor

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

1,514

Total plan assets

$17.2M

Filings (rows)

Direct comp

$50K

Indirect comp

Showing only "SHEPHERD FINANCIAL INV ADVISOR"

View all 14 variants aggregated →

SHEPHERD FINANCIAL INVESTMENT ADVIS108 SHEPHERD FINANCIAL INVESTMENT55 SHEPHERD FINANCIAL INVEST ADVISORY32 SHEPHERD FINANCIAL INVESTMENT ADV22 SHEPHERD FINANCIAL INV ADVISORY12 SHEPHERD FINANCIAL INV11

SERVICES PROVIDED

Investment manager1

Plans served

All 1 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Securian Life Insurance Company Shepherd Pooled Employer Plan · all filings	SAINT PAUL, MN	Investment manager	1,514	$17.2M	$50K	$0