Michael Richardson, CFP®, AIF®

Partner | CERTIFIED FINANCIAL PLANNER™ at Shepherd Financial, LLC
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Contact Information
us****@****om
(386) 825-5501
Location
New Albany, Indiana, United States, US
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Credentials

  • Certified Tax Specialist® (CTS™)
    Institute of Business & Finance
    Dec, 2018
    - Sep, 2024
  • Certified Estate Planning Specialist® (CES™)
    Institute of Business & Finance
    Oct, 2017
    - Sep, 2024
  • Certified Annuity Specialist® (CAS®)
    Institute of Business & Finance
    Feb, 2016
    - Sep, 2024
  • Accredited Investment Fiduciary®
    fi360
    Jan, 2015
    - Sep, 2024
  • Certified Fund Specialist® (CFS®)
    Institute of Business & Finance
    Apr, 2014
    - Sep, 2024
  • Certified Financial Planner® (CFP®)
    CFP Board
    Apr, 2013
    - Sep, 2024
  • Certified Income Specialist® (CIS™)
    Institute of Business & Finance
    Jan, 2013
    - Sep, 2024
  • Executive Certificate in Financial Planning
    Bellarmine University
    May, 2012
    - Sep, 2024
  • General Securities Principal License (Series 24)
    Financial Industry Regulatory Authority
    Oct, 2011
    - Sep, 2024
  • Accredited Wealth Management Advisor (AWMA®)
    College for Financial Planning
    Jan, 2009
    - Sep, 2024
  • Accredited Asset Management Specialist (AAMS®)
    College for Financial Planning
    Aug, 2008
    - Sep, 2024
  • Uniform Combined State Law License (Series 66)
    Financial Industry Regulatory Authority
    Mar, 2007
    - Sep, 2024
  • Resident Life, Accident & Health, Variable Life & Annuity License
    Indiana Department of insurance
    Nov, 2005
    - Sep, 2024
  • Uniform Securities Agent State Law License (Series 63)
    Financial Industry Regulatory Authority
    Oct, 2005
    - Sep, 2024
  • General Securities Registered Representative License (Series 7)
    Financial Industry Regulatory Authority
    Sep, 2005
    - Sep, 2024

Experience

  • Shepherd Financial, LLC
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Partner | CERTIFIED FINANCIAL PLANNER™
      • Jan 2018 - Present

      Actively working with clients to provide comprehensive financial planning solutions Actively working with clients to provide comprehensive financial planning solutions

  • Logan Lavelle Hunt
    • United States
    • Insurance
    • 1 - 100 Employee
    • Partner | CERTIFIED FINANCIAL PLANNER™
      • Aug 2008 - Dec 2018

      Logan Lavelle Hunt merged with Shepherd Financial in 2018 Logan Lavelle Hunt merged with Shepherd Financial in 2018

  • Edward Jones
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Advisor
      • Jul 2005 - Aug 2008

  • McLane Company
    • United States
    • Transportation, Logistics, Supply Chain and Storage
    • 1 - 100 Employee
    • National Account Manager
      • Aug 1998 - Jul 2005

Education

  • Hanover College
    BA (Bachelor of Arts), Business
    1994 - 1998
  • Webster University
    MBA (Masters in Business Administration), Business
    2003 - 2005
  • Bellarmine University
    Executive Certificate in Financial Planning, Finance
    2011 - 2012
  • Institute of Business & Finance
    Masters of Science, Financial Services
    -

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