Unclaimed Profile

Kelly Justine Sheptock

ANDESA FINANCIAL MANAGEMENT, INC.·ALLENTOWN, Pennsylvania

Series 65Clean record6 years registeredANDESA FINANCIAL MANAGEMENT, INC.

4905 HAMILTON BOULEVARD, ALLENTOWN, PA 18106CRD# 7229968Firm CRD# 131702

Profile Verification

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

Identity

Kelly Justine Sheptock · ALLENTOWN, PA

Registration

CRD #7229968 · ANDESA FINANCIAL MANAGEMENT, INC. · 6 years registered

Brand Profile

Not yet started

Career History

MERCER GLOBAL ADVISORS INC.

Apr 2023 – present

ANDESA FINANCIAL MANAGEMENT, INC.

Jun 2020 – May 2023

ALLENTOWN, PA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · June 15, 2020

Years registered · 6

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ANDESA FINANCIAL MANAGEMENT, INC.

CRD 131702 · SEC 801-67683

AUM

$361M

Regulatory assets under management

Employees

849 client accounts

Services offered by ANDESA FINANCIAL MANAGEMENT, INC.

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 ANDESA FINANCIAL MANAGEMENT, INC. →

Introduction

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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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