Modern Wealth Management
46yrs
Top advisor by experience in Kansas City
10yrs
Andrew Eugene Shepard
Financial advisor at Wells Fargo Advisors
At a glance
Experience10 years (since 2016)
How that compares ?10 years in the industry
OfficeAmerican Century Tower 2 4520 Main Street 620 [Satellite], Kansas City, MO 64111
How the firm is paid ?Percent of assets, Flat fee, Commissions
States licensed ?1 state
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
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.
Uniform Combined State Law Examination
Career
- 2024 – nowWells Fargo Advisors Financial Network, LLCCurrent firm
- 2016 – 2024Wells Fargo Clearing Services, LLCPreviously
Questions to ask Andrew
Tailored to Andrew’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Andrew
How do I contact Andrew?
Call Wells Fargo Advisors at 314-875-3000 and ask for Andrew Eugene Shepard. Andrew works from the Kansas City, MO office.
How long has Andrew been a financial advisor?
Andrew has been in the industry since 2016, about 10 years. 10 years in the industry.
What licenses does Andrew hold?
Series 66. Tap any license on this page to see what it allows.
Is Andrew a fiduciary?
Andrew is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Andrew paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Andrew for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Stifel, Nicolaus &
46yrs
Top 1% by experience in Kansas City
Merrill Lynch, Pierce, Fenner & Smith
46yrs
Top 1% by experience in Missouri
Mader & Shannon Wealth Management
46yrs
Top advisor by experience at Mader & Shannon Wealth Management
UBS Financial Services
46yrs
Top 1% by experience nationwide
Osaic Wealth
45yrs
Top 1% by experience nationwide