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David Michel Sheppard

Voya Financial Advisors, Inc.

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About David Michel Sheppard

David Michel Sheppard is a financial advisor with over 10 years of experience in the industry. David Michel Sheppard has been registered with Voya Financial Advisors, Inc. since June 2018. David Michel Sheppard previously worked with VALIC Financial Advisors, Inc. in Columbus, Ohio. David Michel Sheppard holds Series 66, Series 7 and SIE licenses. David Michel Sheppard is a member of the Capital City Cigar Club and owns a 50% interest in Leather and Oak Spirits, a distillery in Ohio.

Firm Information

David Sheppard is currently registered with Voya Financial Advisors, Inc.. Voya Financial Advisors, Inc. is a corporation formed in 1968 and headquartered in Windsor, Connecticut. They offer financial planning, portfolio management for individuals and businesses, and educational seminars. With over 500 licensed investment advisor representatives and registered representatives, they manage approximately $3 billion in assets for a diverse clientele, including high-net-worth individuals, corporations, and charitable organizations. They are registered with the SEC and in all 50 states, as well as Puerto Rico and the Virgin Islands.
Voya Financial Advisors, Inc.

ONE ORANGE WAY

WINDSOR, CT 06095

$3.05B

Assets Under Management

264

Total Clients

684

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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David Sheppard’s Registration & Firm History

OH

06/20/2018 - Present

Voya Financial Advisors, Inc. (Columbus OH)

OH

03/08/2013 - 06/15/2018

VALIC FINANCIAL ADVISORS, INC. (COLUMBUS OH)

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Licenses & Designations

BOTH

Issued 01/17/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/07/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Michel Sheppard.
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