Michael Sheppard Email & Phone Number
VP, Capital Markets @ F Street
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Michael Sheppard Location
- Milwaukee, WI, US
Michael Sheppard Work
- 2026 -now VP, Capital Markets @
- 2025 -2026 Financial Advisor @
- 2022 -2025 Group Vice President @
- 2020 -2022 NFLPA Registered Player Financial Advisor @
- 2019 -2022 Managing Partner @
- 2018 -2019 Senior Managing Director @
- 2015 -2017 Managing Director @
- 2014 -2015 Chief Development Officer - Lueder Financial Group @
- 2012 -2014 Regional Director, Central Region - Planning and Sales @
- 2010 -2012 Vice President and Wealth Strategist @
- 2005 -2010 Financial Representative and College Unit Director - Cornerstone Financial Group @
- 2005 -2005 Defensive Back @
- 2004 -2004 Defensive Back @
Michael Sheppard Education
- Certified Financial Planner Board of Standards
CERTIFIED FINANCIAL PLANNER (TM) (Financial Planning)
2012-2012 - Kaplan University
Financial Planning Education Program (Financial Planning and Services)
2011-2011 - Cannon Financial Institute
Financial Advisor Course on Trusts (Trust School)
2010-2010 - North Dakota State University
Electrical Engineering (Bachelors of Science)
1999-2005 - Brown Deer High School
(Securities Licenses)
1996-1999 - Series 24, 51, 7, 6, & 63
(Securities Licenses)
1996-1999 - American Retirement Association
Certified Plan Fiduciary Advisor (Retirement Plans)
2021
Michael Sheppard Skills
- Leadership
- Wealth Accumulation
- Sales Management
- Supplemental Retirement
- Fixed Annuities
- Wealth Management
- Estate Planning
- Mutual Funds
- Strategic Planning
- Executive Benefits Strategies
- Income Protection
- Series 6 Registration
- Financial Planning
- Investments
- Financial Needs Analysis
- Retirement Planning
- Financial Advisory
- Financial Services
- Business Development
- Management
- Business Continuation
- Executive Benefits
- Business Continuation Strategies
- Finance
- Series 7 Registration
- Supplemental Retirement Income
- Series 63 Registration
- Asset Allocation
Michael Sheppard Summary
- Michael Sheppard, based in Milwaukee, WI, US, is currently a VP, Capital Markets at F Street. Michael Sheppard brings experience from previous roles at Thrivent, NFL Players Association and IronwoodDrive Financial Group. Michael Sheppard holds a 2012 - 2012 CERTIFIED FINANCIAL PLANNER (TM) in Financial Planning @ Certified Financial Planner Board of Standards. With a robust skill set that includes Leadership, Wealth Accumulation, Sales Management, Supplemental Retirement, Fixed Annuities and more. Michael Sheppard has 1 emails and 1 mobile phone numbers on RocketReach.
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