Daniel Robert Meier
Investment adviser representative at Shepherd Financial Investment Advisory LLC
10 yearsExperience
2 statesRegistered in
$6.2BFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Private Client Services, LLCSep 2026 to now
- Shepherd Financial Investment Advisory LLCMar 2024 to now
- Capital AnalystsSep 2023 to Sep 2026
- Lincoln InvestmentSep 2023 to Sep 2026
- Cetera Advisors LLCSep 2022 to Sep 2023
- First Allied Advisory Services, Inc.Dec 2016 to Sep 2023
- First Allied SecuritiesDec 2016 to Sep 2022
- American United LifeSep 2016 to Dec 2016
- Oneamerica SecuritiesSep 2016 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 2 states (IN, TX).
Shepherd Financial Investment Advisory LLC
$6.2BAssets managed
1,244Clients
28Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4173343
- Firm CRD
- 288623