UBS Financial Services
43yrs
Top advisor by experience in Sherman Oaks
3yrs
Van Schepers has worked in the financial industry for 3 years and is a fiduciary financial advisor based in Sherman Oaks, California. After a year at Audent Global Asset Management and less than a year at Merrill, Van joined Strategic Advisers in 2026, a firm offering financial planning, investment management, and selecting outside investment managers. Strategic Advisers reports being paid through a percentage of assets and flat fees.
One of 180 advisors with offices in Sherman Oaks, and one of 155 fiduciaries.
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
OfficeSherman Oaks, CA
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?1 state
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther 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.
Series 66Uniform Combined State Law Examination
Career
- Jan 2026 – nowStrategic Advisers LLCCurrent firm
- Nov 2024 – Nov 2025Audent Global Asset Management, LLCPreviously
- Dec 2023 – Mar 2024MerrillPreviously
Questions to ask Van
Tailored to Van’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Van
How do I contact Van?
Call Strategic Advisers at (617) 563-7000 and ask for Van Schepers. Van works from the Sherman Oaks, CA office.
How long has Van been a financial advisor?
Van has been in the industry since 2023, about 3 years. 3 years in the industry.
What licenses does Van hold?
Series 66. Tap any license on this page to see what it allows.
Is Van a fiduciary?
Van is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Van paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Van 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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