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 →Daniel acts as an Investment Advisor Representative (IAR) to retirement plan clients through Shepherd Financial Investment Advisory LLC and dedicates a few hours per week. He also works with Shepherd Financial, LLC selling and servicing insurance products and as a retirement plan consultant and wealth manager, dedicating nearly full-time hours to these roles.