Kim Lynnette Astin
Investment adviser representative at Shepherd Financial Investment Advisory LLC
15 yearsExperience
1 stateRegistered 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
15 years in the industry.
- Shepherd Financial Investment Advisory LLCSep 2024 to now
- Shepherd Financial LLCSep 2024 to now
- Bcm Wealth ManagementJan 2020 to now
- NoneJan 2011 to Dec 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (DE).
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
- 7362738
- Firm CRD
- 288623