Brad Wells

Client Relationship Consultant at Shepherd Financial - Carmel, IN, US

Brad Wells's Colleagues at Shepherd Financial
Joe Miller

Client Relationship Consultant

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Danielle CPFA

Client Relationship Consultant

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Tom Mayer

Partner

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Shawny Adams

client solutions coordinator

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Leah Sylvester

Director - Retirement Plan Services

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Cassaundra Holton

Client Solutions Coordinator

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Drew Cfp

Retirement Plan Business Leader & Partner

Contact Drew Cfp

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Brad Wells's Contact Details
Email (Verified)
***@shepherdfin.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
317-846-5554
Location
Company
Shepherd Financial
Brad Wells's Company Details
Shepherd Financial logo, Shepherd Financial contact details

Shepherd Financial

Carmel, IN, US • 20 - 49 Employees
Financial Services

We believe in making a difference in employees'​ lives by helping them on a path for a successful retirement.Through our advisors, we educate and motivate 401(k) participants with informative and personalized tools that will help them improve their financial behavior while giving them access to quality investments. We value keeping total plan costs as reasonable as possible without sacrificing service.We help instill confidence in retirement plan trustees, corporate staff, and participants by guiding them through our established process.Advisory services offered through Shepherd Financial Investment Advisory, LLC or Capital Analysts, LLC, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC. www.lincolninvestment.comShepherd Financial, LLC and Shepherd Financial Investment Advisory, LLC are independent of and not affiliated with Capital Analysts or Lincoln Investment.

Fiduciary Guidance Investment Selection and Monitoring Partipant Education Retirement Readiness Analysis Individual Wealth Management Employee Engagement Financial Wellness
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Frequently Asked Questions about Brad Wells
Brad Wells currently works for Shepherd Financial, LLC.
Brad Wells's role at Shepherd Financial, LLC is Client Relationship Consultant.
Brad Wells's email address is ***@shepherdfin.com. To view Brad Wells's full email address, please signup to ConnectPlex.
Brad Wells works in the Financial Services industry.
Brad Wells's colleagues at Shepherd Financial are Joe Miller, Danielle CPFA, Tom Mayer, Shawny Adams, Leah Sylvester, Cassaundra Holton, Drew Cfp and others.
Brad Wells's phone number is 317-846-5554
See more information about Brad Wells