Royal Capital Wealth Management
46yrs
Top advisor by experience in Carmel
20yrs
Daniel Meier
Full name on record: Daniel Robert Meier
Financial advisor at Shepherd Financial Investment Advisory
Daniel Meier is a fiduciary financial advisor in Carmel, Indiana, with 20 years in the industry. Daniel joined Shepherd Financial Investment Advisory in 2024, after three years at Lincoln Investment and three years at Capital Analysts. Shepherd Financial Investment Advisory offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets and flat fees.
One of 628 advisors with offices in Carmel, and one of 495 fiduciaries.
At a glance
Experience20 years (since 2006)
How that compares ?More experience than 61% of advisors in Carmel
Office111 Congressional Blvd., Suite 100, Carmel, IN 46032
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$676,124
Advisors at the firm28
States licensed ?2 states
Services through Shepherd Financial Investment Advisory
Financial planningInvestment management for individuals and small businessesRetirement plan consulting
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2024 – nowShepherd Financial Investment Advisory LLCCurrent firm
- 2023 – 2026Lincoln InvestmentPreviously
- 2023 – 2026Capital AnalystsPreviously
- 2020 – 2023Cetera Investment Advisers LLCPreviously
- 2017 – 2020First Allied Advisory Services, Inc.Previously
- Dec 2016 – Dec 2016First Allied Advisory Services, Inc.Previously
- Sep 2016 – Dec 2016Oneamerica Securities, Inc.Previously
- Jun 2016 – Aug 2016Pension Consultants Inc.Previously
Contact Daniel
(317) 975-5033Shepherd Financial Investment Advisory main office 111 Congressional Blvd., Suite 100Carmel, IN 46032Office · Get directions YouTube channelShepherd Financial Investment Advisory
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Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Daniel
How do I contact Daniel?
Call Shepherd Financial Investment Advisory at (317) 975-5033 and ask for Daniel Meier. Daniel works from the Carmel, IN office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2006, about 20 years. More experience than 61% of advisors in Carmel.
What licenses does Daniel hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
Shepherd Financial Investment Advisory reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Daniel for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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