Todd Shepherd, MBA, CPA, CFP®, Wealth Manager

Todd serves as a Wealth Manager, working directly with clients to develop and coordinate the financial, investment, tax and estate aspects of their plan. Prior to joining Creative Planning, Todd operated his own firm where he specialized in providing financial planning and tax services. His philosophy has always been to serve clients in a manner that he would want to be served. Therefore, he joined Creative Planning to work with clients using the holistic and comprehensive approach which has made Creative Planning one of the fastest growing private wealth management firms in the country.

Todd has been ranked as the #5 Financial Advisor in the state of Kansas on Barron’s list of ‘Top Financial Advisors by State’ (2019*) and has been selected as one of Ingram’s “40 Under Forty” (2009) honorees which recognizes the most accomplished business and community leaders in the Kansas City region under 40 years of age.

Todd graduated from the University of Kansas in 1991 with a major in Accounting and earned a Master of Business Administration degree from Rockhurst University in 2001. He is a Certified Public Accountant (CPA) in the states of Missouri and Kansas and has also earned the CERTIFIED FINANCIAL PLANNER™ certification.

Todd served on the Executive Board of Directors for KC CAN, an organization of volunteers dedicated to improving the quality of life of children in Kansas City. He also served on the board of directors of the Financial Planning Association of Greater Kansas City.

Todd is married to Vicki and has three sons, Jake, Will and Drew.

(913) 754-1359

[email protected]

 

*Disclosures

Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if the Wealth Advisor is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of the Wealth Advisor by any of his/her clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized Wealth Advisor. Rankings are generally limited to participating advisors. The Wealth Advisor does not pay a fee to be considered for any ranking or recognition, but may purchase plaques or reprints to publicize rankings.

IMPORTANT DISCLOSURE INFORMATION – BARRON’S TOP ADVISOR BY STATE

The rankings are based on data provided by over 4,000 of the nation’s most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance isn’t an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment-picking abilities.

 

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