DW
David Wayne Shepherd
CRD 1988336
Certified Financial Planner
Chartered Financial Consultant
Has disclosures
Firms
| Firm | Role | As of |
|---|---|---|
| Shepherd Wealth & Retirement Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Shepherd Wealth & Retirement Llc
Manager And Chief Compliance Officer · 50% – 75% · Aug 2022
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗