Michael J Richardson
Investment adviser representative at Shepherd Financial Investment Advisory LLC
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$6.2BFirm assets
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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
12 years in the industry.
- Private Client Services, LLCSep 2026 to now
- Shepherd Financial Investment Advisory LLCMar 2018 to now
- Capital AnalystsJan 2018 to Sep 2026
- Lincoln InvestmentJan 2018 to Sep 2026
- Parkland Securities, LLCAug 2014 to Jan 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 66 · Uniform Combined State Law2007
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
- 5004926
- Firm CRD
- 288623