Cetera Investment Advisers
44yrs
Top advisor by experience in Kamuela
1yr
John Shepherd
Financial advisor at Stadia Financial
John Shepherd is a fiduciary financial advisor in Kamuela, Hawaii, with 1 year in the industry. John joined Stadia Financial in 2025, a firm offering financial planning, investment management, and private fund management. Stadia Financial reports being paid through a percentage of assets and hourly fees.
One of 13 advisors with offices in Kamuela, and one of 10 fiduciaries.
At a glance
Experience1 years (since 2025)
How that compares ?1 years in the industry
Office65-1230 Mamalahoa Hwy Suite D-21, Kamuela, HI 96743
FirmStadia Financial
How the firm is paid ?Percent of assets, Hourly
Advisors at the firm8
States licensed ?1 state
Services through Stadia Financial
Financial planningInvestment management for individuals and small businessesManaging private fundsEducational seminars and workshops
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 65Uniform Investment Adviser Law Examination
Career
- Aug 2025 – nowStadia Financial LLCCurrent firm
Questions to ask John
Tailored to John’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 John
How do I contact John?
Call Stadia Financial at 800-587-4796 and ask for John Shepherd. John works from the Kamuela, HI office.
How long has John been a financial advisor?
John has been in the industry since 2025, about 1 years. 1 years in the industry.
What licenses does John hold?
Series 65. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is John paid?
Stadia Financial reports being paid by a percentage of the assets they manage, hourly fees. Ask John 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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