Ryan Lee Sheppard
ChFC®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Ryan L Sheppard, Ryan Sheppard
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Credentials
Years of Experience
22 years in the financial services industry
Current & Past Employments
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Current Firm
CAPSTONE COLLEGE PARTNERS | CAPSTONE WEALTH PARTNERS, LTD. | CAPSTONE WEALTH PARTNERS
Contact Information
Main Address
6037 Frantz Rd. Suite 104, Dublin, OH 43017Phone Number
(614) 754-7805# of Employees
4SEC notice filing (6 States and Territories)
Registered to provide investment advisory services in 6 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
577AUM (Assets Under Management)
$114,862,553Similar Advisors
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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.
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Primary Firm SEC Registration
CAPSTONE COLLEGE PARTNERS | CAPSTONE WEALTH PARTNERS, LTD. | CAPSTONE WEALTH PARTNERS
State Registrations and Notice Filings
(1/21/2010)
(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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Ryan Lee Sheppard's CRS (Customer Relationship Summary).
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