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Kelly Justine Sheptock

ANDESA FINANCIAL MANAGEMENT, INC.·ALLENTOWN, Pennsylvania
Unclaimed Profile
4905 HAMILTON BOULEVARD, ALLENTOWN, PA 18106CRD# 7229968Firm CRD# 131702
01

About

Kelly Justine Sheptock is a registered financial advisor based in ALLENTOWN, Pennsylvania, affiliated with ANDESA FINANCIAL MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ANDESA FINANCIAL MANAGEMENT, INC.
ANDESA FINANCIAL MANAGEMENT, INC.
AUM
$361M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at ANDESA FINANCIAL MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
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Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 7229968
Firm CRD# 131702
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kelly Justine Sheptock offer?
Kelly Justine Sheptock specializes in Financial Planning, Investment Management. Contact their office in ALLENTOWN, Pennsylvania for a consultation.
What are Kelly Justine Sheptock's credentials?
Kelly Justine Sheptock is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kelly Justine Sheptock located?
Kelly Justine Sheptock is based in ALLENTOWN, Pennsylvania, working with ANDESA FINANCIAL MANAGEMENT, INC.. Their office serves clients in the ALLENTOWN metropolitan area and surrounding communities.
How does Kelly Justine Sheptock charge for services?
Kelly Justine Sheptock's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ANDESA FINANCIAL MANAGEMENT, INC.?
ANDESA FINANCIAL MANAGEMENT, INC. has approximately 5 employees and manages $361M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in ALLENTOWN
Josh Robert Laychock — NORTHEAST FINANCIAL GROUP, INC.Paul Curtis Barbehenn — ANDESA FINANCIAL MANAGEMENT, INC.Michael David Baittinger — ANDESA FINANCIAL MANAGEMENT, INC.Malcolm Northrup Briggs — ANDESA FINANCIAL MANAGEMENT, INC.Robert Lee Hackenberg — NORTHEAST FINANCIAL GROUP, INC.
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
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