Nicholas SheppardCRD Number: 6069305
Current Firm: Securian Financial Services, Inc.
Nicholas Sheppard (CRD# 6069305) is an Investment Advisor Representative working at Securian Financial Services, Inc. in Overland Park, KS and has over 5 years of experience in the finance industry.
Nextgen Wealth, LLC
Searcy Financial Services, Inc.
Communityamerica Financial Solutions, LLC
|Securian Financial Services, Inc.||St Paul, MN||Apr 2013 - Current||5|
|Minnesota Life Insurance Company||St Paul, MN||Apr 2013 - Current||5|
|Renaissance Financial||Leawood, KS||Apr 2013 - Current||5|
|Si Uniforms LLC||Springfield, MO||Dec 2011 - Jan 2014||2|
|Morgan Stanley||Kansas City, MO||Jan 2013 - Mar 2013||< 1|
|University Of Arkansas||Fayetteville, AR||Aug 2010 - Dec 2012||2|
|The Layman Group At Morgan Stanley||Springfield, MO||Jun 2012 - Aug 2012||< 1|
|Hamra Enterprises||Springfield, MO||Jun 2010 - Apr 2012||1|
|Intuitive Medical Software||Springfield, MO||Jun 2011 - Aug 2011||< 1|
|The Nadia Group||Springfield, MO||Jun 2010 - Aug 2010||< 1|
|Drury University||Springfield, MO||Aug 2008 - Aug 2010||2|
|Glendale High School||Springfield, MO||Aug 2004 - Aug 2008||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2013|
Total Assets Under Management7,655MILLIONS
Total Number of Accounts33,011ACCOUNTS
Average Account Value$231,901
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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