111 Congressional Blvd., Suite 100, Carmel, IN, 46032
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →John is an agent for Shepherd Financial LLC, selling and servicing insurance products, dedicating a few hours per week. He is also a partner and IAR for other Shepherd Financial entities, spending nearly full-time on retirement plan consulting, wealth management, and related operations.