891 S. James Road, Columbus, OH, 43227
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Brent works as an IAR for Shepherd Financial Investment Advisory, LLC and as a Wealth Advisor for Shepherd Financial LLC, dedicating nearly full-time hours to these roles. Brent also serves as President of Shepherd Insurance LLC DBA Soller Insurance Agency, focusing on P&C, L&H Insurance Sales & Service, which takes about a quarter of his time, and sells insurance products through Shepherd Financial, LLC.