Andrew Shepard is a registered investment advisor at Wells Fargo Advisors, based in Leawood, KS, with 9 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B 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
3400 College Blvd, Suite 100, Leawood, KS, 66211
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Andrew is a finance council committee member for St. James Catholic Church, dedicating minimal time to budgeting and capital improvement decisions. He also has 100% ownership in AES1 LLC, a financial practice, dedicating full-time hours, and 100% ownership in AES1 LLC DBA Shepard Wealth Management, another financial practice.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
State Registrations30 states
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