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1
Margo Shepard
CRD#:
1028267
American Century Tower 2 4520 Main Street 620, [satellite],
Kansas City ,
MO
64111
Margo Shepard (CRD# 1028267) is an Investment Advisor Representative working at Wells Fargo Advisors in Kansas City , MO and has over 42 years of experience in the finance industry. Margo Shepard has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
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Largest Financial Advisor Firms by Assets in Kansas City , MO
Firm
Total Assets Under Management
$229,554,718,263
$29,020,096,797
$6,266,574,723
$4,999,890,906
$2,700,724,346
Largest Firms by Number of Advisors in Kansas City , MO