Royal Capital Wealth Management
46yrs
Top advisor by experience in Carmel
1yr
Dane Young
Financial advisor at Shepherd Financial Investment Advisory
At a glance
Experience1 years (since 2025)
How that compares ?1 years in the industry
Office111 Congressional Blvd., Suite 100, Carmel, IN 46032
How the firm is paid ?Percent of assets, Flat fee
States licensed ?1 state
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.
Uniform Investment Adviser Law Examination
Career
- Jul 2025 – nowShepherd Financial Investment Advisory LLCCurrent firm
Questions to ask Dane
Tailored to Dane’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Dane
How do I contact Dane?
Call Shepherd Financial Investment Advisory at 317-975-5033 and ask for Dane Young. Dane works from the Carmel, IN office.
How long has Dane been a financial advisor?
Dane has been in the industry since 2025, about 1 years. 1 years in the industry.
What licenses does Dane hold?
Series 65. Tap any license on this page to see what it allows.
Is Dane a fiduciary?
Dane is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Dane paid?
Shepherd Financial Investment Advisory reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Dane 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.
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