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 ADVIS103 SHEPHERD FINANCIAL INVESTMENT53 SHEPHERD FINANCIAL INVEST ADVISORY28 SHEPHERD FINANCIAL INVESTMENT ADV20 SHEPHERD FINANCIAL INV11 SHEPHERD FINANCIAL INV ADVISORY9

SERVICES PROVIDED

Investment manager1

Plans served

All 1 plans

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
SECURIAN LIFE INSURANCE COMPANY SHEPHERD POOLED EMPLOYER PLAN	SAINT PAUL, MN	Investment manager	1,514	$17.2M	$50K	$0