Erin Sue Lane

Shepherd Financial Investment Advisory LLC

25 Years of Experience

Broker

Areas of Practice

Retirement PlanningEstate PlanningTax PlanningFinancial Planning & CoachingInsurance PlanningInvestment ManagementHigh Net Worth

Shepherd Financial Investment Advisory LLC

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

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.

Other Business Activities

Erin works as a Client Relationship Consultant for Shepherd Financial, LLC, focusing on retirement plans. This role takes nearly full-time, with some time dedicated to securities trading.