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Kristen Deanne Shepherd

Wealthcare Advisory Partners LLC

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About Kristen Deanne Shepherd

Kristen Deanne Shepherd is a financial advisor with over 8 years of experience in the financial services industry. Kristen currently works with Wealthcare Advisory Partners LLC and has been registered with the firm since February 2019. Kristen's previous experience includes working with 1ST GLOBAL CAPITAL CORP. Kristen provides financial planning and investment management services to individuals, families, and businesses. Kristen's approach is tailored to her clients' individual needs and goals, and she works with them to develop a personalized financial plan that meets their specific objectives. Kristen holds the Series 7, Series 66, and SIE licenses.

Firm Information

Kristen Shepherd is currently registered with Wealthcare Advisory Partners LLC. Wealthcare Advisory Partners LLC is a registered investment advisor based in West Chester, PA. They manage over $4.5 billion in assets for a wide range of clients, including individuals, high-net-worth individuals, corporations, charities, and pension plans. Their services include financial planning, portfolio management, and selection of other advisors. They participate in wrap fee programs.
Wealthcare Advisory Partners LLC

1065 ANDREW DRIVE

WEST CHESTER, PA 19380

$4.54B

Assets Under Management

Not reported

Total Clients

128

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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percentage of assets

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

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Kristen Shepherd’s Registration & Firm History

PA

02/06/2019 - Present

Wealthcare Advisory Partners LLC (WEST CHESTER PA)

TX

03/06/2015 - 02/08/2019

1ST GLOBAL CAPITAL CORP. (HOUSTON TX)

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Licenses & Designations

BOTH

Issued 05/01/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/05/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kristen Deanne Shepherd.
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