David Allen Burnett
Executive Partner, Chief Financial OfficerShepherd Financial Investment Advisory LLCCRD 4043382
About David Allen Burnett
David Allen Burnett is listed as Executive Partner, Chief Financial Officer at Shepherd Financial Investment Advisory LLC in Carmel, IN. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Shepherd Financial Investment Advisory LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does David Allen Burnett work?
David Allen Burnett is listed as Executive Partner, Chief Financial Officer at Shepherd Financial Investment Advisory LLC on SEC Form ADV.
How much of Shepherd Financial Investment Advisory LLC does David Allen Burnett own?
Form ADV reports a beneficial ownership band of Under 5%.
Shepherd Financial Investment Advisory LLC
| Title | Executive Partner, Chief Financial Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2026 |