Leigha Shepard, financial advisor Overland Park KS

Leigha Shepard

CRD Number: 2479376
Current Firm: Midwest Financial Group LLC

Leigha Shepard (CRD# 2479376) is an Investment Advisor Representative working at Midwest Financial Group LLC in Overland Park, KS and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Midwest Financial Group LLC Overland Park, KS Mar 2015 - Current 9
Midwest Financial Partners Overland Park, KS Dec 2005 - Current 18
Vsr Advisory Services Overland Park, KS Aug 2007 - May 2015 7
Vsr Financial Services, Inc. Overland Park, KS Dec 2005 - May 2015 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1996
S65 NASAA Investment Advisors Law Examination Dec 1996
Contact Info for Leigha A. Shepard
Phone Number: 913-696-0041
Registered State(s):
  • KS
  • TX
By the Numbers
  • Total Assets Under Management
    434
    MILLIONS
  • Total Number of Accounts
    2,315
    ACCOUNTS
  • Average Account Value
    $187,354
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

AL, CA, FL, IA, KS, LA, MO, NE, OK, TX

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