Cynthia Sheppard, financial advisor Rochester MN
89 score

Cynthia Sheppard

CRD Number: 6273489
Current Firm: Waddell & Reed

Cynthia Sheppard (CRD# 6273489) is an Investment Advisor Representative working at Waddell & Reed in Rochester, MN and has over 2 years of experience in the finance industry.

Similar Advisors
Levi Befort, financial advisor Rochester MN
Levi J. Befort
CRD# 5107890
Waddell & Reed
Score
100
Similar Advisors
John Church, financial advisor Rochester MN
John D. Church
CRD# 5186495
Cetera Advisor Networks LLC
Score
100
Similar Advisors
Christopher Anderson, financial advisor Rochester MN
Christopher G. Anderson
CRD# 5431223
Commonwealth Financial Network
Score
96
Company Name Location Dates Years
Abwa Overland Park, KS Aug 2015 - Current 1
Master Networks Business Builders Frisco, TX Jul 2015 - Current 1
Various Insurance Carriers For W & R Insurance Agencies Rochester, MN Jun 2014 - Current 2
Waddell & Reed Inc. Rochester, MN Dec 2013 - Current 3
Silpada Designs Rochester, MN Feb 2012 - Current 4
Schmidt Printing Byron, MN Oct 1990 - Sep 2012 21
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2014
Contact Info for Cynthia K. Sheppard
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • CO
  • FL
  • IA
  • MN
  • WI
  • MS
By the Numbers
  • Total Assets Under Management
    18,309
    MILLIONS
  • Total Number of Accounts
    149,599
    ACCOUNTS
  • Average Account Value
    $122,387
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
89
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.