Margo Shepard
Margo Shepard is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Kansas City, MO, with 44 years of industry experience. Margo is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 466,575 clients with $250B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
American Century Tower 2 4520 Main Street 620, [Satellite], Kansas City, MO, 64111
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
October 2010Other Business Activities
Margo is an investment committee member and finance council member for the Catholic Diocese of Kansas City St. Joseph, dedicating minimal time to each role. Margo also owns 100% of Shepard Wealth Advisors, LLC, spending about a quarter of her time on this.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors, LLC
Morgan Stanley Smith BarneyBroker
Morgan Stanley Smith Barney LLC
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Lehman Brothers INC.Broker
E. F. Hutton & Company INCBroker
Kidder, Peabody & CO. IncorporatedBroker
State Registrations26 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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