Unclaimed Profile

Amy Leigh Shepard

SENSIBLE MONEY, LLC·SCOTTSDALE, Arizona

SIE, Series 7, Series 65CFPClean record11 years registeredSENSIBLE MONEY, LLC

4200 N MARSHALL WAY, SCOTTSDALE, AZ 85251CRD# 6281574Firm CRD# 158641

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Amy Leigh Shepard · SCOTTSDALE, AZ

Registration

CRD #6281574 · SENSIBLE MONEY, LLC · 11 years registered

Brand Profile

Not yet started

Career History

SENSIBLE MONEY, LLC

Jul 2019 – present

NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC

Sep 2018 – Jul 2019

Milwaukee, WI

LEARNVEST PLANNING SERVICES, LLC

Jan 2015 – Jun 2018

Scottsdale, AZ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 65

Registration record

First registered · January 21, 2015

Years registered · 11

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SENSIBLE MONEY, LLC

CRD 158641 · SEC 801-110039

AUM

$515M

Regulatory assets under management

Employees

1,221 client accounts

Services offered by SENSIBLE MONEY, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SENSIBLE MONEY, LLC →

Introduction

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Frequently Asked Questions

What services does Amy Leigh Shepard offer?

Amy Leigh Shepard specializes in Financial Planning, Investment Management. Contact their office in SCOTTSDALE, Arizona for a consultation.

What are Amy Leigh Shepard's credentials?

Amy Leigh Shepard holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Amy Leigh Shepard located?

Amy Leigh Shepard is based in SCOTTSDALE, Arizona, working with SENSIBLE MONEY, LLC. Their office serves clients in the SCOTTSDALE metropolitan area and surrounding communities.

How does Amy Leigh Shepard charge for services?

Amy Leigh Shepard's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SENSIBLE MONEY, LLC?

SENSIBLE MONEY, LLC has approximately 16 employees and manages $515M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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