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GS

Glen D. Shepherd

GENEVA FUND PARTNERS
WATERLOO, NE
Some features on this profile are disabled
CRD#: 3268776
GS

Professional summary

Glen Daniel Shepherd is a registered financial advisor currently at GENEVA FUND PARTNERS located in Waterloo, Nebraska.

Glen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Glen has worked at 5 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Glen Daniel Shepherd's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

May 8, 2026 - Present

GENEVA FUND PARTNERS

RIA
CRD#: 340484
WATERLOO, NE
Past

May 23, 2001 - April 21, 2008

QA3 FINANCIAL LLC

RIA
CRD#: 104957
OMAHA, NE
Past

April 18, 2001 - April 21, 2008

QA3 FINANCIAL CORP.

BD
CRD#: 14754
OMAHA, NE
Past

March 29, 2001 - April 18, 2001

FSC SECURITIES CORPORATION

BD
CRD#: 7461
ATLANTA, GA
Past

August 25, 2000 - March 27, 2001

FSC SECURITIES CORPORATION

BD
CRD#: 7461
ATLANTA, GA
Past

August 26, 1999 - September 12, 2000

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Nebraska
(5/8/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/14/2025
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 9/2/1999
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 8/25/1999
General Securities Representative Examination

Current Firm

GF
GENEVA FUND PARTNERS
GENEVA FUND PARTNERS | WHITE TIGER FINANCIAL GROUP | WHITE TIGER FINANCIAL | LITTLE BIRD FINANCIAL, LLC | LITTLE BIRD FINANCIAL GROUP

CRD#: 340484 / SEC#:

Nebraska
Registered Investment Advisory firm - (5/7/2026 Approved)
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Contact information

Main Address
Waterloo, NE
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

GENEVA FUND PARTNERS

CRD#: 340484Waterloo, NE

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