Daniel Robert Meier
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.
Daniel Robert Meier is an investment adviser representative in Carmel, IN, currently registered with Capital Analysts, Shepherd Financial Investment Advisory LLC, and Lincoln Investment. They have worked in the securities industry since 2006 and have been registered with 7 firms, including Cetera Investment Advisers LLC and First Allied Advisory Services, Inc. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in Indiana and Texas.
Office
Advisors at this office: 15
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Indiana, Texas
- Broker:
1 state or territory
Indiana
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.
- American United LifeSep 2016 – Dec 2016Indianapolis, IN
- OneAmerica SecuritiesSep 2016 – Dec 2016Indianapolis, IN
- First Allied SecuritiesDec 2016 – Sep 2022San Diego, CA
- First Allied Advisory Services, Inc.Dec 2016 – Nov 2020San Diego, CA
- First Allied Advisory ServicesNov 2020 – Sep 2023Schaumburg, IL
- Cetera Advisors LLCSep 2022 – Sep 2023Indianapolis, IN
- Lincoln InvestmentSep 2023 – Sep 2026Fort Wshington, PA
- Capital AnalystsSep 2023 – Sep 2026Fort Washington, PA
- Private Client Services, LLCSep 2026 – no end date reportedCarmel, IN
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
View full firm profileOther advisors at Shepherd Financial Investment Advisory LLC
Showing 12 of 26 in the directory
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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. Daniel Robert Meier 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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