Nathan Sheppard
Investment adviser representative at Vista Capital Partners, Inc.
12 yearsExperience
1 stateRegistered in
$3.2BFirm assets
25 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Vista Capital Partners, Inc.Apr 2026 to now
- Fisher InvestmentsJul 2022 to now
- Zeeks PizzaJan 2022 to Jul 2022
- Engie ImpactJun 2021 to Aug 2021
- Gonzaga UniversityAug 2018 to Jul 2022
- StudentMar 2018 to Jul 2018
- Acushnet CompanyJan 2018 to Feb 2018
- Point Loma Little LeaugeMay 2014 to Dec 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (OR).
Vista Capital Partners, Inc.
$3.2BAssets managed
667Clients
24Advisers
25 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
- 7996296
- Firm CRD
- 114913