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Shepherd Financial
CARMEL, IN
CRD: 288623
In network coverage since October 26, 2026 · 3 stories
$7.5BRegulatory AUMSEC Form ADV · Nov 7
55EmployeesForm ADV
Regulatory AUM · Oct 31 – Nov 7
Network coverage
Retirement Advisers
Recordkeepers take on adviser duties as plan roles blur
A Fidelity consultant told a PLANADVISER 360 panel in Orlando that recordkeepers are absorbing adviser functions, leaving handoffs unclear.