How trustworthy is your Financial Advisor?

CHECK FOR RED FLAGS

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See the full picture before you decide

Nearly 100,000 registered financial advisors have customer disputes, bankruptcies, criminal activity, and more on their records. In 2023, about 60 red flags were recorded daily. That's why it's crucial to check if your advisor has any red flags and decide whether you're comfortable with them.

GET TO KNOW Brian

ADVISOR PROFILE

BRIAN FEUER - SHEPHERD INSURANCE CARMEL INDIAN POSITION: Independent Contractor NATURE: Insurance Lead Generation INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 07/27/2020 ADDRESS: 1620 Broad Street, Columbus OH 43203, United States DESCRIPTION: Find casualty agencies for acquisition BRIAN FEUER - RENTAL POSITION: Owner NATURE: Real Estate - Rental Property INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2020 ADDRESS: 1620 E. Broad Street, 903, Columbus OH 43203, United States DESCRIPTION: Collect rent BRIAN FEUER POSITION: Stage Hand/Concert Roadie NATURE: Entertainment - Stage Hand/Concert Roadie INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 05/08/2018 ADDRESS: 1620 E. Broad Street, Unit 903, Columbus OH 43203, United States DESCRIPTION: Lay feeder cables, build video towers and walls, set up stages, etc. SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC POSITION: Wealth Advisor, IAR NATURE: Insurance/RIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 2 START DATE: 01/03/2023 ADDRESS: 111 Congressional Blvd, Suite 100, Carmel IN 46032, United States DESCRIPTION: Life insurance sales and IAR duties.

FIRM INFORMATION

Some financial advisors may work at more than one firm. Click view work history below to review their data.

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Brian Edward Feuer

Experience: 34 years / 7 firms

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