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Matthew Sheppard

Sammons Financial Network, LLC

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About Matthew Sheppard

Matthew Sheppard is a financial professional with over 8 years of experience in the industry. Matthew is currently registered with Sammons Financial Network, LLC and has held a Series 6, Series 26 and SIE licenses. Previously, Matthew was registered with Parkland Securities, LLC. Matthew is located in West Des Moines, Iowa.

Firm Information

Matthew Sheppard is currently registered with Sammons Financial Network, LLC. Sammons Financial Network, LLC is a Limited Liability Company formed in June 2011. The firm is registered in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. It is also registered with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

155

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.

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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Matthew Sheppard’s Registration & Firm History

IA

01/04/2017 - Present

Sammons Financial Network, LLC (WEST DES MOINES IA)

IA

10/20/2014 - 12/31/2016

PARKLAND SECURITIES, LLC (WEST DES MOINES IA)

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Licenses & Designations

BC

Issued 11/19/2014

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/16/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew Sheppard.
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