Brent William Soller
Investment Adviser Representative at Shepherd Financial Investment Advisory LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Brent William Soller is an investment adviser representative with Shepherd Financial Investment Advisory LLC in Plain City, OH, where they have been registered since 2024. They have worked in the securities industry since 2017 and have been registered with 5 firms, including Capital Analysts and Lincoln Investment. They have passed 2 industry qualification exams, including the Series 7 (general securities representative). They are registered to provide investment advice in Ohio.
Registrations & licenses
- Investment adviser:
- Ohio
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Soller Insurance AgencyJul 2016 – no end date reportedColumbus, OH
- FSC Securities CorpMay 2017 – Oct 2019Atlanta, GA
- LPL Financial LLCOct 2019 – Feb 2024New Albany, OH
- Lincoln InvestmentFeb 2024 – no end date reportedFort Washington, PA
- Capital AnalystsFeb 2024 – no end date reportedFort Washington, PA
- Shepherd Financial Investment Advisory LLCFeb 2024 – no end date reportedColumbus, OH
- The Siekmann CompanyDec 2025 – no end date reportedPlain City, OH
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Shepherd Financial Investment Advisory LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 26
- Offices listed on AdvisorFinder:
- 5
- Main office:
- Carmel, IN
- SEC file number:
- 801-112009
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 31, 2026
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Brent William Soller has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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