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Andrew C Denny

27 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningEstate PlanningTax PlanningFinancial Planning & CoachingInsurance PlanningInvestment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
25 advisors
Number of Clients
1,091 clients
Average Client Portfolio
$4.5M average
Assets Under Management
$4.9B

Fee Structure

Financial Planning:Included in AUM fee
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Location

111 Congressional Blvd., Suite 100, Carmel, IN, 46032

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Andrew is the CGO and founding partner of Shepherd Financial, LLC, spending nearly full-time on retirement plan consulting and individual wealth management. He also works as an agent for Shepherd Insurance, LLC and W. Andrew Denny & Company, Inc., selling and servicing insurance products, and is involved with several holding companies.

Employment History
Current Registrations
Shepherd Financial Investment Advisory LLC
December 2017 - Present · 8 yrs 2 mos
Lincoln Investment
January 2015 - Present · 11 yrs 1 mo
Lincoln Investment
January 2015 - Present · 11 yrs 1 mo
Capital Analysts
January 2015 - Present · 11 yrs 1 mo
Lincoln InvestmentBroker
January 2015 - Present · 11 yrs 1 mo
Previous Registrations
NFP Advisor Services, LLC
August 2009 - January 2015 · 5 yrs 5 mos
NFP Advisor Services, LLCBroker
August 2009 - January 2015 · 5 yrs 5 mos
Transamerica Financial Advisors, INC.Broker
June 2001 - August 2009 · 8 yrs 2 mos
Transamerica Financial Advisors, INC.
June 1999 - August 2009 · 10 yrs 2 mos
Proequities, INC.Broker
December 1998 - June 2001 · 2 yrs 6 mos
MML Investors Services, INC.Broker
July 1997 - February 1998 · 7 mos
State Registrations5 states
FLILINTNTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.