Ryan L. Sheppard

CAPSTONE WEALTH PARTNERS

Dublin, OH 43017

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CRD#: 4861499

Professional summary

Ryan Lee Sheppard, ChFC®, who also goes by Ryan L Sheppard, Ryan Sheppard, is a registered financial advisor currently at CAPSTONE WEALTH PARTNERS located in Dublin, Ohio.

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Ryan has worked at 5 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ryan L Sheppard | Ryan Sheppard

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 Ohio Political Network, LLC; not investment related; 310 Saint Andrews Dr Dublin, Ohio 43017; company that distributes telecommunication technology to political campaigns and offices of elected officials; 99% Owner; 1/4/2011; 1 hour per month; 0 hours per month during trading hours; facilitate 2-4 sales per year of mass communication technology to political organizations

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Lee Sheppard'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®

ChFC^®

Chartered Financial Consultant

Experience

Current

January 21, 2010 - Present

CAPSTONE WEALTH PARTNERS

Office #1: 6037 Frantz Rd. Suite 104, Dublin, OH 43017

RIA

CRD#: 152524

Dublin, OH

Past

August 28, 2008 - October 14, 2009

EAGLE STRATEGIES LLC

RIA

CRD#: 110826

DUBLIN, OH

Past

June 15, 2007 - October 14, 2009

NYLIFE SECURITIES LLC

CRD#: 5167

DUBLIN, OH

Past

July 31, 2006 - March 1, 2007

NATCITY INVESTMENTS, INC.

RIA

CRD#: 17490

COLUMBUS, OH

Past

July 31, 2006 - March 1, 2007

NATCITY INVESTMENTS, INC.

CRD#: 17490

COLUMBUS, OH

Past

January 30, 2006 - July 13, 2006

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

COLUMBUS, OH

Past

October 28, 2004 - July 13, 2006

EQUITABLE ADVISORS, LLC

CRD#: 6627

COLUMBUS, OH

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

Montana
(10/31/2023)

IAR

Ohio
(1/21/2010)

IAR

Texas
(10/7/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 11/12/2004

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 10/26/2004

General Securities Representative Examination

Current Firm

CAPSTONE WEALTH PARTNERS

CAPSTONE COLLEGE PARTNERS | CAPSTONE WEALTH PARTNERS, LTD. | CAPSTONE WEALTH PARTNERS

CRD#: 152524 / SEC#:

Florida

Registered Investment Advisory firm - (8/23/2021 Approved)

Montana

Registered Investment Advisory firm - (10/30/2023 Approved)

Ohio

Registered Investment Advisory firm - (1/20/2010 Approved)

Texas

Registered Investment Advisory firm - (10/6/2021 Conditional Restricted)

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Contact information

Main Address

6037 Frantz Rd. Suite 104, Dublin, OH 43017

Mailing Address

Phone number

(614) 754-7805

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	523
AUM (Assets Under Management)	$ 91,910,533

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

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Ryan L. Sheppard

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Lee Sheppard's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAPSTONE WEALTH PARTNERS

EAGLE STRATEGIES LLC

NYLIFE SECURITIES LLC

NATCITY INVESTMENTS, INC.

NATCITY INVESTMENTS, INC.

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/12/2004

Series 7

Date: 10/26/2004

Current Firm

CAPSTONE WEALTH PARTNERS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CAPSTONE WEALTH PARTNERS

TRUST BUT VERIFY

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